---
title: "Customers"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/customers"
updated: "2026-05-15"
---

## Customers

Your customers are the businesses (or individuals) you sell to. Every sale starts here.

### Add a new customer

**Customer → New**:

| Field | What to enter |
|---|---|
| **Customer Name** | The name you want shown on invoices |
| **Customer Type** | Company or Individual |
| **Customer Group** | For grouping in reports (Wholesale, Retail, Online, …) |
| **Territory** | Country or region — drives default tax |
| **Default Currency** | EUR for Dutch businesses; override per customer if they invoice in another currency |

### Useful extras

- **Tax ID** — their BTW number (validated against EU VIES if EU)
- **Electronic Address** — KvK or BTW number, needed for PEPPOL e-invoicing
- **Default Payment Terms** — "30 days net" or whatever you grant them
- **Default Sales Person** — auto-assigns them to the right salesperson

### Adding contacts and addresses

A customer can have several contacts and addresses (Billing, Shipping, Office). Scroll to **Contacts** or **Addresses** on the customer form, click **+**, fill in. Mark one of each as **Primary** — invoices go to the Primary Billing; deliveries to the Primary Shipping.

### Credit limits

Set a **Credit Limit** to stop accepting new orders from customers whose outstanding balance is too high. ERPNext will block a new Sales Order if outstanding + new order exceeds the limit. Override per role on the Customer Group if a manager should be allowed to push through.

### Importing many customers at once

For migration or bulk-add:

1. **Data Import → New**
2. Document Type: **Customer**
3. Download the template, fill in the spreadsheet, upload
4. ERPNext validates each row and imports; errors are shown per row

### Viewing customer activity

Open any customer. The right panel shows recent transactions, outstanding amount and total business. Scroll down for a timeline of every contact, document and email.