# Add or edit a customer

Save customer contact details, addresses and default payment terms.

Canonical: https://demo.qixcount.com/help/invoicing/add-and-edit-a-customer

Who can do this: Owners; staff need *View customers* plus *Create customers*, *Edit customers* or *Delete customers* for the action

Where: Sales, then Customers

Add a customer before billing them. Owners can do this; staff need *Create customers* to add records, *Edit customers* to change them, and *Delete customers* to delete them. Opening the list or profile also needs *View customers*.

## Add a customer

1. Open **Customers**.
2. Select **New Customer**.
3. Enter **Display Name**, the name shown in lists and on invoices. It is required and can contain up to 255 characters.
4. Enter **Email Address** if you will email invoices.
5. Enter the contact details and billing address you need.
6. Select **Copy billing** if the shipping address matches.
7. Choose **Payment Terms** if this customer has default terms.
8. Select **Create Customer**.

![Customer form with contact details and payment settings](https://demo.qixcount.com/images/help/customer-create.webp)

You return to the customer list. To save and start a blank customer form instead, select **Save & Create Another**. The success message links to the new profile. Custom payment terms accept up to 365 days for a net term or 90 days after month end. Check the due date when creating each invoice.

## Edit a customer

1. Open **Customers** and select the customer's name.
2. Select **Edit**.
3. Change the details.
4. Select **Save Changes**.

The form includes **This customer is tax exempt**, **Exemption Type**, **Expiry Date** and certificate information. These record the information you provide; they do not establish whether an exemption is legally valid. Turning the exemption switch off clears the saved exemption details.

This guide explains how QixCount works. It isn't tax, legal or accounting advice.

## Delete a customer

Select **Delete Customer** only for a record with no invoices or payments, then confirm. Any existing invoice or payment blocks deletion, including a paid invoice. To stop using a customer while keeping their history, clear **Active Customer** on the edit form and select **Save Changes**. Select the switch again and save to reactivate the customer.

Next, [create an invoice](https://demo.qixcount.com/help/invoicing/create-an-invoice).

To add a customer list from CSV, [import customers](https://demo.qixcount.com/help/moving-to-qixcount/import-customers).