How to add a New Customer

Support Team
11 steps
55 seconds

Journease

Click "Customers"

Click "Add Customer"

The minimum requirements for a new Customer is Customer Name, Post Code, Address Line 1. You will also need an Accounts Reference and a Cost Centre.

Once you've entered the customer's information go to "Accounts"

Fill in the "Accounts Ref" field

Terms of Payment and Cost Centre are controlled by Global Settings which can be different per customer. Here is a guide to set[Accounts Global Settings](https://scribehow.com/viewer/Accounts_Global_Settings__Y6Frii8uTfiuUlIiOcl2Kg)

When done, click the Save icon.

If you wish to set this customer as an Account Customer then you will need to check the below box. This will mean you have to enter payment details on the job screen rather than invoicing them.

If you set a customer to "On Hold" you will no longer be able to create any jobs for them until they are taken off Hold.

Below we can change how Invoices are displayed. - Invoice Text - This is a custom text field that will appear below the A/C reference. - Customer Invoice Template - how you are able to set which default template will be used on this particular customer. - Hide Company Name - with this ticked the customer name will not be shown on an Invoice. - Show Addresses - If unticked this will just show the Post Code on the Invoice. - Show Add. Prices - With this ticked it will itemise all additional charges and unticked will combine them into the price.

You can set the frequency that this customer will be invoiced. This will allow you to filter by Invoice Frequency on the Sales Invoices page

If you have customer grouping set up then you can select to which group this customer will be part of using the drop down NOTE: Customer Groups will need to be set up first by Journease Support

For the Sales Rep drop down we have a separate guide on [How to Manage/Create Sales Reps](https://scribehow.com/viewer/How_to_ManageCreate_Sales_Reps___K91igrKS4SxUcSMKF6fkg)

- If Hard Copy PODs are required then ensure you have the below ticked, this won't allow you to invoice unless you check "POD Hard Copy" in the GOB/POD actions screen. - Similar to Hard Copy PODs you can set a job to require a PO Number by checking below. This will give you an error if you post a job without a PO number. - If this is ticked then a separate invoice will be created for each PO Number when using Combined Invoicing. Unticked, the Jobs will appear on a single Combined invoice but will be ordered by PO Number.

Please click this link for a guide on\ [How to Set Up A New Delivery Booker User](https://scribehow.com/viewer/How_to_Set_Up_A_New_Delivery_Booker_User__qUbJc3_tTF2-EEu_7SaYIQ)