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How to add a new customer, supplier, or product

Whenever you create a new invoice or expense, you’ll need to add details about customers, suppliers, and products.

With Debitoor invoicing software, you can create and save customers, suppliers, and products, so when you next create an invoice or expense, you don’t have to fill in this information manually.

If you already have a list, you can import your data in bulk. But if you’re starting from scratch or need to add entirely new customers, suppliers, or products, you can do this with just a couple of clicks. Here’s how.

How to create and save a new customer

  • Click on ‘Contacts’
  • Select ‘Customers’

A screenshot showing how to create a new customer in Debitoor invoicing software

  • Click on ‘New Customer’

A screenshot showing how to create a new customer with Debitoor invoicing software

  • Fill in the customer’s name, address, email, etc.
  • Click on ‘Done’ to save the customer.

A screenshot showing how to add details about a new customer in Debitoor invoicing software

How to create and save a new supplier

  • Click on ‘Contacts’
  • Select ‘Suppliers’

A screenshot showing how to create a new supplier in Debitoor invoicing software

  • Click on ‘New Supplier’

A screenshot showing how to create a new supplier with Debitoor invoicing software

  • Fill in the supplier’s name, address, email, etc.
  • Click on ‘Done’ to save the supplier.

A screenshot showing how to add details about a new supplier in Debitoor invoicing software

How to create and save a new product

  • Click on ‘Products’

A screenshot showing how to create a new product in Debitoor invoicing software

  • Click on ‘New Product’

A screenshot showing how to create a new product with Debitoor invoicing software

  • Fill in product name, price, VAT rate, etc.
  • Click on ‘Done’ to save the product.

A screenshot showing how to add details about a new product in Debitoor invoicing software

If you still have questions about adding new customers, suppliers, or products, we’re happy to help. Send an email to team@debitoor.com or drop us a message through the in-app chat.

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