Creating a customer

To create a new customer in Flexprice, follow these steps:

Navigate to the customers dashboard by clicking on Customers from the left navigation panel.

• Click on ”+ Add”. This opens the Add Customer form

  

• Enter Customer Details

  • Name: The name of the customer.

  • External Customer ID: A unique identifier (useful for mapping to external systems).

  • Email (Optional): Customer’s contact email for invoices and notifications.

• Click on Add Billing Details (Optional) and enter:

  

  • Country: The country for tax and compliance purposes.

  • Address Line 1 & 2: The billing address.

  • State & City: The customer’s location.

• Click on Save Customer to complete the process.

  

Once created, the customer appears in the list with an Active status. You are not required to fill in all details initially; additional information can be added later as needed.