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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/-/4/c/b/1/4cb158bef87e0400/costumer-in-1_ezuzsq.png =1300x500)
## 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/-/4/c/b/1/4cb158bef87e0400/customer-deatils_pc7p18.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/-/4/c/b/1/4cb158bef87e0400/billing-address_1fgwwce.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/-/4/c/b/1/4cb158bef87e0400/shipping-address_192pnz2.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/-/4/c/b/1/4cb158bef87e0400/sales-tax-info_d5kgtx.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/c/b/1/4cb158bef87e0400/addditional-notes_14a6pm4.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.