Every person or company you sell to gets their own Customer record in Sevenledger. It’s more than just a contact card — it stores default billing preferences and links to every sales order, invoice, and payment, giving you a complete picture of each relationship at a glance.
Creating a Customer
Navigate to Customers
Go to Sell > Customers in the sidebar and click New Customer.
Fill in Contact Details
Start with the essentials:
- Name (required) — The customer’s full name or business name.
- Email — Primary email for invoices and correspondence.
- Phone — Office or main phone number.
- Mobile — Direct mobile contact.
- Company — The company or organization the customer belongs to.
- PAN Number — Tax identification number (PAN/VAT) — this will auto-populate on invoices.
Set Sales Defaults
These preset values save you time on every future transaction with this customer:
- Price List — Attach a Price List to auto-apply negotiated or tier pricing on orders.
- Tax Rate — Default tax rate for invoices.
- Payment Term — Default due date rule (e.g., “Net 30”) applied to new invoices.
- Opening Balance — Already owed money by this customer from before Sevenledger? Record the existing outstanding balance here so your books start clean.
Assign Ownership (Optional)
- Contact Owner — Assign a team member as the account owner — great for tracking which salesperson manages this relationship.
- Credit Limit — Set a maximum outstanding balance. The system warns you if a new order would push them over this limit.
Trading Partner (Optional)
If you also purchase from this customer (i.e., they’re both a customer and a supplier), check Buy from this Customer. This converts the contact into a Trading Partner — meaning they’ll also appear in Purchase Orders as a vendor. Two-way relationships, one record.
Save
Click Save. The customer profile is live and ready to use on Sales Orders and Invoices.
Adding Addresses
After saving, you can attach multiple addresses to the customer’s profile.
- In the customer form, locate the Addresses section in the right panel.
- Click Add New Address.
- Choose the Address Type: Billing or Shipping.
- Fill in the Country, State, City, Street, and Postal Code.
- Click Save in the address modal.
These addresses auto-fill the billing and shipping fields on future orders and invoices — no more copy-pasting.
Adding Contact Persons
Working with businesses that have multiple points of contact? Store each person under the same customer profile.
- In the Contact Persons section, click Add New.
- Enter the person’s Name, Email, Phone, Mobile, and Position.
- Click Save.
Contact Persons are informational — they help you track the right person to call or email at a company. All transactions remain linked to the top-level customer record.
Customer Status
Every customer is either Active or Inactive.
- Set a customer to Inactive to retire old or one-time accounts without deleting their transaction history.
- Inactive customers won’t appear in dropdown selectors when you create new transactions — keeping your lists clean and focused.
To switch status, open the customer record and toggle it in the toolbar.
Viewing Transaction History
Once a customer has transactions, the right panel of their profile shows everything linked to them, organized by type:
- Sales Orders — Open and completed orders for this customer.
- Invoices — All invoices issued, including any overdue ones that need attention.
- Payments Received — Every payment logged against this customer.
Use these tabs for a complete view of the customer relationship without leaving their profile.