Adding a New Customer Account

In Bizcore, customer accounts are used to store essential company information, such as contact details, billing address, and financial data. Creating a new account ensures that all customer-related activities, such as invoices, contacts, and projects, are properly organized.

Get Started

When you first open the Accounts module, the Accounts Dashboard provides an overview of all customer accounts. From here, you can either review existing accounts or create a new one.

Step 1: Fill in Account Details

• Go to Accounts > + New Account.

• Enter the required details:
  • Company Name (mandatory)
  • Balance and date (optional)
  • Phone number
  • Website
  • Groups and assigned currency
  • Address information

• Click Save to create the new account.

Note
Only the Company Name is mandatory to create a new account. Other fields can be updated later.

Step 2: Fill in the Custom Fields

• After filled the Accounts Details, go to Custom Fields to filled the birthday day (compulsory)

Tip
Users can add any extra information here based on their customer preferences that is not covered in the default fields in setup.

Step 3: Fill in Billing & Shipping

The Billing & Shipping section allows you to define the official addresses of your customer. This information is important because it is used in invoices, quotations, shipping documents, and reports.

• Billing Address

The Billing Address is where invoices and other financial documents are sent. This is the primary legal address of the customer.

Enter the customer’s billing information (street, city, state, ZIP, country).

• Same as Account Info: Select this option if the billing details are the same as the information entered in the Account Info section.
• Street: Enter the street name or number of the customer’s office or headquarters.
• City: Enter the city where the company is located.
• State: Select the state, province, or region (if applicable).
• Zip Code: Enter the postal or zip code for the billing location.
• Country: Select the country of the customer’s billing office.

Note
Accurate billing details ensure invoices and financial documents are sent to the right place, reducing the risk of payment delays.

• Shipping Address

The Shipping Address is where goods or services will be delivered. This may differ from the billing address, especially if the company has multiple branches or warehouses.

Fill in the Shipping Address if different from billing. Click Save and create contact to create the new account.

• Copy Billing Address: Select this option if the shipping details are identical to the billing address.
• Street: Enter the street address of the delivery location.
• City: Enter the city for shipment delivery.
• State: Select the state, province, or region for the shipping location.
• Zip Code: Enter the postal or zip code of the shipping area.
• Country: Select the country for the shipping destination.

Tip
Use a separate shipping address if the customer has multiple delivery locations.
This ensures that invoices are sent to the finance department (billing)
while goods are shipped to the correct warehouse or office (shipping).

Info
Do not fill shipping address information if you won’t use shipping address on account invoices