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> Use this file to discover available pages before exploring further.
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# How to Add a Customer in COUNT

Managing your customer database effectively is a key element of running a successful business. In COUNT, adding a new customer ensures that you can manage their billing, sales, and tax information effortlessly. This guide will walk you through the steps to add a customer, allowing for accurate record-keeping and smooth communication.

## Step-by-Step Guide to Adding a Customer

1. ****Navigate to the Customers Page****

From the dashboard, head to the ****Sell**** section in the left-hand menu, then select ****Customers****. This page shows all your current customers and allows you to view, edit, or delete their information.

2. ****Click 'Add a Customer'****

On the top-right corner of the Customers page, click the orange ****"Add a Customer"**** button. This will open a form to input the customer's details.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/5/e/b/f5eb6d0d38edc800/85e53015-6364-49b1-8ac8-9bdf47_pwf83g.png)

## Customer Details

****Enter the Customer’s Information****  
This is where you'll fill in all the essential details about the customer or business. Keeping this information up-to-date ensures smooth communication and accurate record-keeping.

* ****Name of Business or Customer****: The official name of the customer or company.
* ****First Name & Last Name****: If it's an individual, provide the primary contact’s first and last name.
* ****Contact Email****: Enter a valid email address for correspondence.
* ****Mobile Number****: Add the customer's phone number for direct communication.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/1/1/e/a11ed205d54fa800/244f21ef-263a-49cc-9fe0-50e5a6_i36o2i.png)

| Pro Tip: Always verify contact details for quick communication in case of invoicing issues or product/service inquiries.

## Billing Address

****Add Billing Information****  
Billing information is crucial for financial correspondence and invoicing. Be sure to enter this accurately to avoid any billing discrepancies:

* ****Billing Address****: The street address for invoicing.
* ****Address 2**** (Optional): Additional address details if applicable.
* ****City, State, Postal Code****
* ****Country****: Select the appropriate country from the dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/6/e/3/e6e32b3b47e25000/cc899113-1e79-4537-ad5a-11a2ba_zgrxi1.png)

| Pro Tip: Ensure the billing address matches the official records to avoid delays in payments or shipments!

## Shipping Address

****Enter Shipping Information****  
If the customer’s shipping address is different from the billing address, enter that here. If it's the same, you can easily copy it over:

* ****Copy from Billing Address****: Click this option if the shipping address is the same.
* ****Shipping Address, City, State, Postal Code****
* ****Country****: Select from the dropdown.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/b/6/6/db66e70b1d60d800/5d23fc86-07c2-4577-880c-0dd0eb_1apgxod.png)

## Sales and Tax Information

****Input Sales and Tax Details****  
This section helps with sales management and tax reporting. Make sure these fields are accurate for compliance and reporting purposes:

* ****Tax Number****: Add the customer’s tax identification number if applicable.
* ****Assigned Sales Representative****: Use the dropdown to select the sales rep responsible for managing the customer’s account. The list is pulled from linked accounts in the ****Vendors**** section.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/4/4/6/84466a4135b4d800/3c57bdb2-d580-42fe-aee5-03eb8d_1e9fys9.png)

| Pro Tip: Assigning a sales representative ensures accountability and personalized service for your customers.

## Additional Notes

****Add Additional Information****  
Use the ****Notes**** section to input any extra information or special instructions about the customer. This could be useful for customer management, future interactions, or personalized service.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/e/b/2/4eb2ec403366a400/b3437c29-3c1e-4c4a-8e59-916950_kjy00i.png)

| Pro Tip: Detailed notes can help your team provide better customer service by keeping track of unique preferences or previous conversations.

## Finalizing the Customer Profile

****Review and Submit****  
Once you’ve filled out all the necessary details, double-check the information. Click ****Add**** to save the customer in COUNT.

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Once you’ve added the customer, they will appear on the ****Customers**** list where you can view, edit, or delete their details as needed. Having a well-organized customer list will make your billing, sales, and customer management processes much more efficient.