Add Your First Customer
In BillPine, a single contact can be both a customer (buyer) and a supplier (seller). Let's add your first customer.
What You'll Learn
How to create a new contact
What fields are required vs. optional
How to assign customer or supplier roles
How to import multiple contacts
Step-by-Step: Create a Customer
Go to Contact List in the sidebar
Click + New Contact
Fill in the required fields:
Name — Your customer's company or name
Email — Where invoices will be sent
Phone (optional)
Add optional fields:
Tax ID — VAT number or tax identification
Address — Billing address
Currency — If different from default
Assign roles:
Check Customer if they buy from you
Check Supplier if you buy from them
Click Save
Customer vs. Supplier
Customer: Someone who buys from you. You'll create invoices for them.
Supplier: Someone you buy from. You'll record bills and payments to them.
Both: A contact can have both roles if you buy and sell with the same company.
Importing Multiple Contacts
Have a spreadsheet of customers? Use the import feature:
Go to Contact List
Click Import
Upload your CSV or Excel file
Map the columns (Name, Email, etc.)
Click Import
Tips
Always include an email — BillPine uses it to send invoices
Tax IDs are required for VAT/ZATCA compliance in some regions
You can edit contacts anytime after creation