To create a new customer in Flexprice, follow these steps: Navigate to the customers dashboard by clicking on Customers from the left navigation panel.
  • Click on ”+ Add”. This opens the Add Customer form Screenshot 2025-03-11 at 4.20.56 PM.png
  • Enter Customer Details
    • Name: The name of the customer.
    • External Customer ID: A unique identifier (useful for mapping to external systems).
    • Email (Optional): Customer’s contact email for invoices and notifications.
  • Click on Add Billing Details (Optional) and enter: Screenshot 2025-03-11 at 4.21.14 PM.png
    • Country: The country for tax and compliance purposes.
    • Address Line 1 & 2: The billing address.
    • State & City: The customer’s location.
  • Click on Save Customer to complete the process. Screenshot 2025-03-11 at 4.21.55 PM.png
Once created, the customer appears in the list with an Active status. You are not required to fill in all details initially; additional information can be added later as needed.