Adding a Customer

Documentation Index

Fetch the complete documentation index at: https://guide.withvayu.com/llms.txt

Use this file to discover all available pages before exploring further.

Customers can be added in one of three ways:

1. Imported via CSV file
2. Salesforce or Hubspot integration
3. Adding manually - as described below

Click + Customer to create a new customer profile. The Add Customer page is divided into structured configuration sections. Each section captures a different category of account information.

​

Company Details

​

General Information

The General Information section captures the legal and identifying information of the customer, including Name, Legal Name, and Tax ID. These fields define how the customer is referenced throughout the system and on billing documents.

​

Address

The Address section stores geographic and mailing information, including Country or Region, State, City, Street Address, and Postal Code. This information may affect taxation, invoice formatting, and reporting.

​

Contacts

The Contacts section allows you to associate one or more contacts with the customer account. Each contact record includes identifying and communication details such as Contact Name, Title, Phone Number, and Email. You may designate whether the contact should receive invoices by selecting the Send Invoice option. Additional actions allow you to add new contacts, manage existing ones, or remove contact records.

​

Configuration

The Configuration section defines system identifiers and billing-related behaviors.

​

External & Integration Identifiers

Fields such as External ID, CRM ID, NS Customer ID, and QB ERP ID are used to synchronize customer records with external systems and accounting platforms. These identifiers allow mapping between Vayu and integrated systems.

​

Account Configuration

Within this section, you assign the customer to a Subsidiary, define the default Overage behavior, and select a Customer Type. These values influence how billing and contracts are applied to the account.

​

Invoices

The Invoices section controls billing configuration. Here, you define the account Currency, Tax rate method, Invoice Due Date terms, and whether invoices require Manual Review before issuance. These settings directly affect invoice generation and approval workflows.

​

Payments

The Payments section determines how customer payments are handled. You can configure a Primary and Secondary Payment Provider, associate a Wallet if applicable, and enable or disable Automatically charge payment. This toggle determines whether invoices are automatically collected based on stored payment methods.

​

Aliases

Aliases allow you to define alternate names or references for the customer. These may be used for searchability, integrations, or reporting consistency.