A customer is someone who receives goods or services from a seller.

To create sales transactions in Frappe Books, you need to create customers.

How to create a customer?

  1. Go to Sales > Customers.
  2. Click on the blue + button.
  3. Enter the full name of the Customer.
  4. Enter Email and Phone.
  5. Enter the address information.
  6. Set the Currency your Customer deals in.
  7. Click on Save.

Customer Fields:

  • Full Name: Name of the customer. Must be unique.
  • Default Account: The Account where the transactions will be booked. Default is Debtors.
  • Currency: The Currency in which the Invoice will be generated. Default is company currency.