Documentation

Customers

Create and manage customers, contact details, billing terms, tax status, and balances.

Plans
Core and above
Availability
Available
For
Owners, Bookkeepers
In KontoCore
Sales → Customers

What this does

A customer record holds contact and billing details, default payment terms, tax settings, and a running history of estimates, invoices, payments, and credits.

Transaction-level/books multicurrency and customer/vendor portals are Planned / Not yet available. Customer records and sales forms do not provide external portal access.

How to

Add a customer

  1. 1Open Sales → Customers → New customer.
  2. 2Enter the display name and billing email.
  3. 3Set payment terms (for example Net 30) and tax status; attach an exemption certificate if exempt.
  4. 4Use the company’s base currency; foreign-currency invoicing and multicurrency books are not yet available.
  5. 5Save.

Common mistakes

  • Creating duplicate customers with slightly different names — search before creating.
  • Marking a customer tax-exempt without keeping the exemption certificate as evidence.
Terms used:Accounts receivable (A/R)

Related articles

Sales overviewCustomers, products and services, estimates, invoices, payments, credit memos, recurring sales, and branded sales forms.Estimates and invoicesSend estimates, convert them to invoices, set terms and tax, and understand what an invoice does in your books.Sales taxSet up tax agencies and rates, charge tax on sales, and record returns and payments.

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Last reviewed September 25, 2026