Add a New Customer to Rillet

To get started sending invoices to your customers through Rillet, you’ll first need to add them to the system. Adding a customer is one of the steps you must take before you can begin using contracts.

📄 Getting Started with Accounts Receivable

To Add a New Customer:

1. Go to Accounts Receivable > Customers.

   
2. Select + Add Customer.

   
3. Complete the New Customer Form:

   1. Company Name: Enter the customer's company name. Then, click Add more details to reveal additional fields.

      
   2. Invoicing Name (optional): The invoicing name auto-fills with the company name, but you can modify it if needed.

   3. Address:

      1. Address Line 1 (optional): Enter the main address.

      2. Address Line 2 (optional): Enter additional details.

      3. Country: Select the customer's country.

      4. City (optional): Enter the city.

      5. State (optional): Enter the state.

      6. Zip Code (optional): Enter the zip code.

      
   4. Shipping Address:

      1. Address Line 1 (optional): Enter the main address.

      2. Address Line 2 (optional): Enter additional details.

      3. Country: Select the customer's country.

      4. City (optional): Enter the city.

      5. State (optional): Enter the state.

      6. Zip Code (optional): Enter the zip code.

      
   5. Email(s):

      1. Click + Add email address.

      2. Enter the customer’s email.

      3. To add more emails, click + Add another email address.

      4. In the Send as field, choose whether the email should be the Main Sender or a CC.

   6. Notes (optional): Add any relevant details or comments.

      
   7. Automatic Reminder Settings:

      1. Enable automatic reminders to send emails to the customer.

      2. Click Set up reminders to configure the frequency and content of reminders.

   8. Online Payments:

      1. Enable this option to allow the customer to pay invoices online via Stripe.

      2. Click Set up Stripe to configure payment processing.

   9. Payment Terms: Select the desired payment terms (e.g., "Due on Receipt").

   10. Tax Rate: Set the tax rate (e.g., 0% or "Sales Tax").

       
   11. Department (optional): Assign a department if necessary.

   12. Customer Segment (optional): Specify a customer segment if needed.

       
4. Click Create Customer to complete the process.

   

You’re all set! Now you’ll see your new customer listed along with your existing customers on this screen. If you’d like to start using contracts, you can now proceed to the next section, Products.

📄 Create a New Product