How do I add a new customer?

What you will do

You register a customer in the system. The customer is the project owner who pays you. Their name is enough, and everything else is optional. After that, you create a project for them, and from the project you record what they pay.

Before you start

• Search for them first in All Customers, in the Search by customer name... box. The system doesn't stop two customers from having the same name. If you add them a second time, you'll have a duplicate customer.
• A phone number can't be repeated. A number registered to another customer isn't accepted.

Steps

1. Open Customers in the sidebar, then click Add New Customer. A side drawer opens with the title Add Customer.
2. Choose Individual or Company in Client type. Individual is selected from the start.
3. Type the Customer Name. This is the only required field. If you choose Company, it becomes Company name.
4. Type the Mobile Phone if you want, from 10 to 15 digits.
5. Type the Address, Email and Notes if you want.
6. Upload the Profile Image and the ID Image if you want. If the customer is a company, they become Company logo and Company document.
7. Click Save Data. Or click Save & add another if you have another customer to add after this one.

The image is a JPG, PNG, WEBP or GIF, and no larger than 5 MB. The save button stays disabled until it finishes uploading.

If you close the drawer after typing in it, the system asks you: "Your changes are not saved yet — close anyway?". Click Keep editing to go back to your details. Or click Close without saving.

What's required and what's optional

• Customer Name or Company name: required. If you leave it empty, the customer isn't saved. And "Please enter the customer name" appears under the field.
• Mobile Phone: optional. The warning "Invalid phone number format (10-15 digits)" may appear, but it doesn't prevent saving. If you clear a number you typed, "Please enter phone number" appears. Even so, saving without a phone is accepted.
• Everything else is optional.

Other ways to the same form

• From the All Customers page: click Add Customer. The drawer opens on top of the list. After saving, the list refreshes.
• From the Main Page: as long as you haven't added a customer yet, click Add a Customer in Finish setting up. If the steps are collapsed, click Show steps first.
• From the project form: open the list of the Customer field, and click Add new customer at its end. Fill in the same form, then click Save. The customer is selected for the project right away.

Duplicate name and duplicate phone

• Name: the system accepts two customers with the same name, and doesn't warn you about it.
• Phone: if the number belongs to another customer, and it's 10 to 15 digits long, "Phone number already exists" appears under the field when you leave it. If you click the save button, the system refuses it with the message "This phone number is already used by another customer." (in Arabic), and the drawer stays open with your details. So change the number or clear it.
• The system compares the number exactly as you typed it. If you type the same number with a space or a dash in the middle, the system counts it as a different number. So always type numbers the same way.

What changes after you save

• The message "Customer saved successfully" appears, and the drawer closes.
• If you started from the sidebar: you go to All Customers, and the new customer appears at the top of the list.
• If you started from All Customers: the list refreshes in place.
• With Save & add another: the drawer stays open, and the form is cleared for a new customer.
• On the Main Page: the Add a Customer step in Finish setting up is marked as done.
• In the project form: the customer appears in the Customer field.

After the customer: their project, then their payments

• The customer alone isn't enough to record a payment. They don't appear in the receipt voucher until they have a project.
• Create their project from Projects → Add New Project, and choose them in the Customer field.
• Then record what they pay from the project page: Record a payment → Customer receipt voucher.

Permission you need

You're the account owner, so you have every permission. If you want an employee to add customers for you, give their level these permissions from the Customers group:

• Add Customers to open the form and save it. It also shows them Add new customer in the project form.
• View Customers to see the customer in All Customers after saving.

If you can't find the button or saving is refused

• You don't see Add New Customer under Customers: your account doesn't have the Add Customers permission.
• You don't see Add Customer in All Customers, and you see Upgrade Subscription: you have reached the customer limit of your plan. The All Customers page has a counter of your customers out of the limit, such as 10 / 10.
• "You have reached the maximum number of customers in your plan (10 customers). Please upgrade to continue." (in Arabic): this message appears when you save after reaching your plan limit. The number in it is your plan's limit. Then the system takes you to the plan upgrade page.
• "This phone number is already used by another customer." (in Arabic): the number belongs to another customer. See "Duplicate name and duplicate phone" above.
• Nothing is saved, and "Please enter the customer name" appears under the name: the name field is empty.