Create a customer

Adding customers to your Gimbla account saves their details so you don't have to enter them repeatedly. This makes creating invoices faster and keeps all your client information organized in one central place.

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📝 Fill in the Customer's Information

The "Add Customer" form is organized into several tabs. Here’s a guide to filling out the essential information:

Contact Tab

This tab captures the core details of the customer and your primary contact person.

• Customer: Enter the name of the company or individual you are invoicing. This field is required.
• Primary Person: Add the contact details for the main person you communicate with at the company. This includes their first and last name, job title, email, and phone number.
• Add Another Person: If you work with multiple people at the same company, you can click this button to add additional contacts.

Billing & Shipping Tabs

Use these tabs to store your customer's addresses.

• Billing Address: Enter the address that should appear on invoices.
• Shipping Address: If you send physical products to a different location, enter that address here.

More Tab

This tab holds additional fields for things like the customer's tax ID number or any other custom information you need to store.

🏁 Save the Customer

Once you have entered all the necessary details, click the Create button to save the customer to your records. They will now be available to select when you create a new invoice or quote.