Skip to main content
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
    Add Customer Form
  • 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:
    Billing Details
    • 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.
    Save Customer
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.