Add and manage customers

A customer record stores the details and defaults Fiddle uses when you raise quotes, estimates, and sales orders for that buyer.

Add a customer

1. Go to Sales → Customers and click New customer.
2. Enter the customer’s name and primary email.
3. Add billing and shipping addresses.
4. Set defaults: currency, payment terms, and tax rate.
5. Save the record.

Why defaults matter

The currency, terms, and tax rate you set here pre-fill on every new order for this customer, so you don’t re-enter them each time. You can still override any field on an individual order.

Manage existing customers

Action	How
Edit details	Open the customer and update any field
Add a contact	Use the Contacts tab — see customer contacts
Deactivate	Mark inactive to hide from new-order pickers without deleting history

Deactivating keeps the customer’s past orders intact. Only the record is hidden from new-order search.

Set the tax rate and payment terms once on the customer so they flow automatically into discounts and taxes on each order.

Next steps

Add the people you deal with on customer contacts, then create a sales order.