Step-by-Step: How to Add a Customer
Adding a customer in NuMetric allows you to start invoicing and tracking sales immediately. Each customer you create is also automatically added to the Chart of Accounts—no extra setup needed.
To Add a Customer:
Navigate to Sales.
Select Customers.
Click Add a Customer.
Enter the Customer Name (Company or Individual).
5–6. Add the Contact Person’s First and Last Name.Select the Country Code.
Enter the Mobile Number.
Add the Email Address.
(Optional) Add a Landline Number.
Jordan ISTD Compliance – Required for Invoices:
Jordanian Individuals → National ID
Foreign Individuals → Passport Number
Companies → Tax Number
Enter the appropriate Document Type and Document Number.
Add the customer’s Billing Address.
Add Shipping Details, or click Same Billing to copy them.
Click Create.
⚠️ ISTD E-Invoicing Compliance Reminder
To ensure e-invoice submissions are accepted by Jordan’s ISTD system:
Do not include special characters in customer fields.
❌ Avoid: ! @ # $ % ^ & * ( ) _ + = { } [ ] ; : " ' < > , . ? / \ | - .
✅ Use only: Letters, numbers, and spaces.
Failure to follow these guidelines may result in invoice rejection by the ISTD.
Step by Step:
1. Navigate to "Sales"
2. Select "Customers"
3. Click "Add a Customer"
4. Fill "Customer Name" Company Name
5. Add your point of contact details: "First Name"
6. Add your point of contact details: "Last Name"
7. Select your Customer Country code
8. Complete the country code with "Mobile Number".
9. Add his "Email Address"
10. Customer landline
11. Jordan - For regular Invoices, customer details must include Document Type and Number: National ID for Jordanian Individuals Passport Number for Foreign Individuals Tax Number for Companies
🇯🇴 Jordan Specific
12. After the Document type section, please add the "Document Number"
13. Complete the customer account with his address.
14. Add "Shipping Details" or click "Same Billing" to copy the details.
15. Click "Create" to complete customer account creation.
💡 Tip!
When you create a customer in NuMetric, their account is automatically added to the Chart of Accounts. There’s no need to enter customer details again manually.