There are several ways to go about creating customers in Tradify. In this article, we're going to focus on the default process which entails creating them from the customer tab. However, you can also create a customer from any Job, Quote and/or Invoice. To do so, simply click the + icon next to the customer field (as shown below).
To create a new customer, head over to Customers > then select "New Customer".
Below is a list comprehensive list of what each field represents on the customer profile.
Important Note: Whenever a customer is added to a Job, Quote, and/or Invoice, Tradify will automatically populate the corresponding fields with the information input here. If you leave these blank, Tradify will use the company defaults (configured in your settings).
Customer Name - Name of the customer/company. This will be used on any related Job, Quote and/or Invoice.
Note: This is a mandatory field. You cannot save the customer profile without giving it a name.
Note: Tradify will use the Physical Address as the default address on the Job.
Document Theme - This represents the invoice layout theme to use when printing or emailing this invoice to a customer. You can find out more about Document Themes here.
Tax - Select the tax rate that applies to this line item. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.