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Creating a New Customer

Learn how to add a new customer to your LKG Billing database.

➕ Adding a Customer​

Follow these steps to create a new customer record.

Step 1: Navigate to Customers​

From the dashboard or main menu, click on Customers.

Step 2: Click "Add Customer"​

Look for the "Add" or "New Customer" button (usually with a ➕ icon).

Customer Create Form

Step 3: Fill in Customer Information​

Complete the customer creation form with the following details:

📝 Required Fields​

Customer Name​

The full name of the customer or business.

Examples:

  • John Doe
  • Acme Corporation
  • Mumbai Retailers Pvt Ltd
Naming Convention

Use the legal business name for companies, or full personal name for individuals.

Email Address​

Customer's primary email address for invoices and communication.

Examples:

  • john.doe@example.com
  • accounts@acmecorp.com
  • info@mumbairetailers.in
Email Validation

The system validates email format. Invoices will be sent to this address.

📞 Optional Fields​

Phone Number​

Contact phone number with country code.

Format Examples:

  • +91-98765-43210 (India)
  • +1-555-123-4567 (USA)
  • +44-20-1234-5678 (UK)

Address​

Complete mailing/billing address.

Example:

123 Main Street, Downtown
Near City Mall, 2nd Floor

City​

City name.

Examples:

  • Mumbai
  • New Delhi
  • Bangalore

State/Province​

State or province name.

Examples:

  • Maharashtra
  • Delhi
  • Karnataka

Pincode/Postal Code​

ZIP or postal code.

Examples:

  • 400001 (India)
  • 110001 (India)
  • 10001 (USA)

Country​

Country name or code.

Examples:

  • India
  • United States
  • United Kingdom

🏢 Business-Specific Fields​

Company Name​

If the customer is a business, enter the official company name.

Example: Acme Corporation Private Limited

Tax ID / GST Number​

Tax identification number (GST in India, VAT in Europe, etc.).

Examples:

  • 29ABCDE1234F1Z5 (India GST)
  • GB123456789 (UK VAT)

Customer Type​

Select the type:

  • Individual - Personal customer
  • Business - Company or organization

💼 Sample Customer Data​

Here's a complete example for practice:

Customer Form Filled

Sample Customer:

Name: John Doe
Email: john.doe@example.com
Phone: +91-98765-43210
Address: 123 Main Street, Downtown
City: Mumbai
State: Maharashtra
Pincode: 400001
Country: India
Customer Type: Individual

Sample Business Customer:

Name: Acme Corporation
Company: Acme Corporation Private Limited
Email: accounts@acmecorp.com
Phone: +91-22-1234-5678
Address: Tech Park, Building A, Floor 5
City: Mumbai
State: Maharashtra
Pincode: 400076
Country: India
Tax ID: 29ABCDE1234F1Z5
Customer Type: Business

✅ Step 4: Save the Customer​

Once all information is entered:

  1. Review the details for accuracy
  2. Click the "Save" or "Create Customer" button
  3. Wait for the confirmation message
  4. The new customer will appear in your customer list
Success Message

Look for a green confirmation message like "Customer created successfully!"

❌ Common Validation Errors​

Invalid Email Format​

Error: "Please enter a valid email address"
Solution: Ensure email has @ symbol and domain (e.g., user@domain.com)

Duplicate Email​

Error: "Customer with this email already exists"
Solution: Use a different email or edit the existing customer

Missing Required Fields​

Error: "Please fill in all required fields"
Solution: Name and Email are required - ensure both are filled

Invalid Phone Format​

Warning: Phone number format may not be valid
Solution: Include country code: +91-1234567890

🎯 After Creating a Customer​

Once created, you can:

  1. Create an Invoice - Generate an invoice for this customer
  2. Edit Details - Update customer information
  3. View History - See all transactions with this customer
  4. Add Notes - Record important customer information

💡 Best Practices​

Customer Data Tips
  1. Be Accurate - Double-check email addresses to ensure invoices reach customers
  2. Complete Profiles - More information helps with reports and tax compliance
  3. Use Consistent Formatting - Keep phone numbers and addresses in consistent format
  4. Add Notes - Use the notes field to remember customer preferences
  5. Verify Tax IDs - Ensure GST/VAT numbers are correct for B2B transactions

🔄 Quick Actions​

After creating a customer, you might want to:

Customer created? Learn how to create products next! 👉