The customer record is the home for everything to do with a customer — who they are, the terms you trade on, the people you deal with, where you deliver, and every amount owed or paid. A customer can be a company or an individual. This guide walks you through finding customers, creating one, and keeping the core record up to date. Don't worry if some of the accounting fields look unfamiliar — NexerIQ fills sensible defaults from your company settings, so you can start simple and refine later.

Finding your customers

Open Customers from the main menu to see your customer list. From here you can:

• Search and filter the list, and sort by any column.
• See key details at a glance: Customer Number, Name, Type, Group, Currency, Country, and Status (Active or Blocked).
• Star the customers you work with most so they're easy to find.
• Click any customer's number or name to open their full record.

Adding a customer

Click New Customer and fill in the details. Only the Name is required — everything else can be added now or later.

1. Identity — enter the Name, choose the Type (Business or Individual), and add a VAT Number, National ID, or ISAT Number if you have them. Leave Customer Number blank to let NexerIQ assign one automatically.
2. Commercial terms — set the Currency, Country, Payment Terms, a Default Discount %, and add the customer to one or more Groups. Tick No VAT for customers who should not be charged VAT.
3. Click Save to create the record.

Many of these fields are pre-filled from your company's new-customer defaults, so often you only need to type a name and save.

The customer record

Opening a customer shows their profile, with the name, customer number, and type at the top, along with status badges for Active/Blocked and Portal access. The record is organised into tabs — Overview, Contacts, Addresses, Receivers, Notes, Attachments, Account, and Portal Access. This guide covers the Overview; the others have their own guides.

Editing the Overview

Click Edit on the Overview tab to change the core details:

• Identity and Commercial Terms — the same fields as on creation, plus extras such as Sales Person and Origin Country.
• Accounting — set the customer's Receivables Account, Default Tax Code, and Default Dimensions. These steer how the customer's invoices post to your books; if you're unsure, the company defaults are a safe starting point.

Click Save Changes when you're done.

Groups, categories, and custom attributes

NexerIQ gives you several ways to classify customers so you can group, filter, and report on them:

• Groups — quick free-form tags (for example a region or a segment) set on the Overview.
• Categories — predefined classifications your company sets up, chosen from a list on the Overview.
• Custom attributes — extra fields your company defines to capture information specific to your business. Fill them in on the Overview and click Save.

Blocking a customer

If you need to stop trading with a customer temporarily, open their record, choose Block Customer from the actions menu, and enter a Block Reason. The customer is marked Blocked with the reason shown under their name. Choose Unblock Customer to restore them. Blocking keeps the full history intact — it simply flags the account so your team knows.

Notes and attachments

Use the Notes tab to record internal notes about the customer, and the Attachments tab to keep related files (contracts, agreements, correspondence) on the record where your team can find them.

Tip: Start with just a name and let the defaults do the rest — you can always come back and fill in commercial terms, accounting, and classifications as the relationship grows. For the people, addresses, money, portal access, and queue features of a customer, see the related customer guides.