To get started, you’ll need to use our specific Excel template to ensure your data is formatted correctly. You can easily download a sample import file by clicking the link provided in the import dialog box.

Once you have the file, simply follow these rules:

• Column Headers: The first row must contain the exact column headers as shown in the sample file.
• Fixed Order: The columns must remain in the same order as they appear in the template.
• Input Data: Begin entering your customer information from the second row downwards.
• Leave Blanks: If a field doesn’t apply to a customer, you can simply leave the corresponding cell blank.

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When you create a new customer, you can easily manage all their key information.

General Information

In the “General tab“, you can input the customer’s name and contact information. For easier organization, you can also assign customers to a specific group, which is great for efficient searching or for creating documents in batches.

You can also set preferences that will be automatically applied whenever you create a document for this customer, including:

• Shipping and Payment Terms
• Item Categories
• Sales Discounts

Addresses and Shipping

Under the “Address tab“, you can enter the “Bill To” and “Ship To” addresses. You can also add up to three different shipping addresses for a single customer.

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On the main screen of EasyBilling, you can access the Customer List by clicking on the [Customer List] icon located on the left-hand side.

The Customer List serves as a repository for storing all customer information. When preparing a document, you have the option to load customer information directly from the Customer List, streamlining the process.

The Tool Bar in the Customer List provides several useful functions, including:

• New – Add a new customer to the list.
• Edit – Modify the details of the selected customer.
• Delete – Remove the selected customer from the list.
• Import – Import customers from an XLS file.
• Export – Export the entire customer list into PDF, XLS, or HTML format.
• Print Address – Print the address of the selected customer on a label.
• Print All Address – Print the addresses of all customers on labels.
• Category List – Manage customer categories for better organization and classification.

Within the Customer List, customers are displayed in a table format, providing a clear overview of their information. You may sort the table by clicking on the header of each column, allowing for easy organization of customer data. Additionally, a search box is available in the upper right corner, which allow you to quickly locate specific customers by entering relevant search terms.

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