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Add and manage your customers

Customers live in Contacts. Adding them first makes invoicing faster and keeps your receivables report accurate.

Add a customer

  1. In the sidebar, open Contacts and click Add Contact.

  2. Choose Single to add one contact. Bulk lets you describe several contacts to Adam or attach a file, and Import Excel uploads a spreadsheet.

    Add Contact menu

  3. Fill in the form:

    • Type: choose Customer. Other options are Vendor and Contractor.

    • Business Name (required) and Name of your contact person.

    • Email and Phone: the email is used when you send invoices and receipts.

    • Country and Address.

    • Receivable account: usually leave it as Account receivable.

    • Payment terms: for example, Net 30.

    • Optional: Contact ID, Contact category, Branch, Department, Set opening balance and Additional notes.

  4. Click Create.

    Add Contact form

Tips

  • Already owed money? If the customer owed you before you started using Tyms, tick Set opening balance.

  • Sending invoices by email: the customer needs an email address on their contact for Send to work.

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