# How to add a customer in Snad

To add a customer in Snad ERP, open **Customers** and press **New customer**. Type the **Name**, the only required field, add the phone, address, tax details and financial terms if needed, then press **Save**. The saved customer page opens.

## Before you start

- A Snad account.
- Permission to create customers for your user ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).

## Steps

1. **Open the customers screen.** In the sidebar, choose **Customers**, then press **New customer** above the customer list. [Details](https://www.snad.io/en/guide/create-customer#adv-import)

   ![The Snad sidebar with Customers, and the New customer button above the customer list](https://www.snad.io/images/guide/create-customer/nav-en.webp)

   Image key: (1) **Customers** in the sidebar · (2) The **New customer** button

2. **Enter the main details.** Type the **Name** with at least 3 characters, and add the **Phone** and **Email**. **Correspondence language** starts on **Organization's language**; change it if you like. [Details](https://www.snad.io/en/guide/create-customer#adv-extras)

   ![The main information card on a new customer form: name, phone, email and correspondence language](https://www.snad.io/images/guide/create-customer/main-en.webp)

   Image key: (1) **Name** (required) · (2) **Phone** · (3) **Email** · (4) **Correspondence language**

3. **Add the customer's address.** In the **Address** card, pick the **Country** and **City**, and type the **Address**. If the **National address** card shows, fill it when you sell to a business.

   ![The Address and National address cards on a new customer form](https://www.snad.io/images/guide/create-customer/address-en.webp)

   Image key: (1) **Country** · (2) **City** · (3) **Address** · (4) The **National address** card

4. **Enter tax and financial terms.** In **Commercial & tax details**, type the **Commercial record** and **Tax ID**. In **Financial terms**, set the **Special discount**, **Credit limit** and **Payment terms (days)**. [Details](https://www.snad.io/en/guide/create-customer#adv-terms)

   ![The Commercial & tax details and Financial terms cards on a new customer form](https://www.snad.io/images/guide/create-customer/business-en.webp)

   Image key: (1) **Commercial record** · (2) **Tax ID** · (3) **Special discount** · (4) **Credit limit** · (5) **Payment terms (days)**

5. **Save the customer.** Press **Save** at the top of the form. The saved customer page opens next, with its tabs ([statement](https://www.snad.io/en/guide/customer-statement)). [Details](https://www.snad.io/en/guide/create-customer#adv-after-save)

   ![The Save button at the top of the customer form, above the name field](https://www.snad.io/images/guide/create-customer/save-en.webp)

   Image key: (1) The **Save** button

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| يجب أن يحتوي النص على 3 حرف على الأقل | The **Name** is shorter than 3 characters. Snad shows this message in Arabic in every interface language. | Type a name of 3 characters or more. |
| البريد الإلكتروني غير صالح | The **Email** holds an incomplete or wrongly formed address. Snad shows this message in Arabic in every interface language. | Correct the address, or clear the field, which is optional. |

## Advanced details

### Import many customers from Excel

Got a ready list of customers? On the customer list, press **More**, then **Import**. The **Import data** window opens.

Press **Download Excel template**, fill it in, then upload it as an xlsx file. In the template only the name is marked required; the rest is optional: email, phone, country, city, state, address, commercial record and tax ID.

For a single customer, or for full data such as tags, attachments and financial terms, use the form the steps above describe.

You can also upload the file in an AI Mode chat ([import files with AI Mode](https://www.snad.io/en/guide/ai-mode-imports)).

### Duplicate phone alert, tags and attachments

If you type a phone another customer already has, a note appears under the field: “Another customer already has this phone:”, with that customer's name linked. The note doesn't stop you from saving.

The phone is needed to send documents on [WhatsApp](https://www.snad.io/en/guide/messaging-channels) and to earn [loyalty](https://www.snad.io/en/guide/loyalty-program) points. You pick the same customer when you [create a booking](https://www.snad.io/en/guide/create-booking).

At the bottom of the form, the **Tags** card labels the customer with words you choose, and the **Attachments** card keeps the customer's files: up to 10 files, each up to 10 MB.

### Special discount and payment terms on invoices

When you pick the customer on a [sales invoice](https://www.snad.io/en/guide/create-sales-invoice), Snad fills the invoice **Discount** with the customer's **Special discount**, if it isn't zero.

On a new invoice paid **On credit**, Snad proposes the **Due date** as the invoice date plus **Payment terms (days)**, and never overwrites a date you picked.

Leave the payment terms empty when there are no default terms.

You follow overdue amounts in [customer debt aging](https://www.snad.io/en/guide/customers-aging).

### After saving: tabs and quick actions

The customer page opens on the **Details** tab, next to **Transactions**, **Statement**, **Products** and **Notes**. The **Statement** tab shows to users allowed to see balances. For the balance and movements, see the [customer statement](https://www.snad.io/en/guide/customer-statement).

The **Quick actions** menu starts a document for this customer: **New invoice**, **Quotation**, **Sale order** or **Receipt voucher**. It also has **Send statement**. Each item shows to users allowed to use it. To change the customer's data, press **Update customer**.

The steps for these documents are in [create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice) and [create a quotation](https://www.snad.io/en/guide/create-sales-quote).

So are [create a sale order](https://www.snad.io/en/guide/create-sale-order) and [create a receipt voucher](https://www.snad.io/en/guide/create-receipt-voucher).

Snad creates an account for the customer in the chart of accounts, under the customers account, and shows it under **Linked account** ([chart of accounts](https://www.snad.io/en/guide/chart-of-accounts)).

Only the admin can delete. If the customer has records, Snad refuses and gives the reason, and offers **Archive instead** to users allowed to edit.

![The header of a saved customer page in Snad: quick actions, update customer and the tabs](https://www.snad.io/images/guide/create-customer/saved-en.webp)

Image key: (1) The **Quick actions** menu · (2) The **Update customer** button · (3) The page tabs

## Common questions

### How do I add a new customer in Snad?

Open **Customers** and press **New customer**. Type the **Name**, add whatever other details you like, then press **Save**.

### Which field is required to add a customer?

Only the **Name**, with at least 3 characters. The phone, email, address and tax details are all optional.

### Can I add a customer while writing an invoice?

Yes, from inside the invoice's **Customer** field with the **Add** button. See the [pick-the-customer step](https://www.snad.io/en/guide/create-sales-invoice#step-2).

### How do I import my customers from an Excel file?

On the customer list, press **More**, then **Import**, download the template with **Download Excel template**, fill it in and upload it.

### Why don't I see the New customer button?

The button shows only to users allowed to create customers. Ask your Snad account admin to grant it ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).

## Read next

- [Create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice) — Create a sales invoice in Snad: pick the customer, add products, choose the payment method and save. Seven short steps with screenshots, plus credit sales.
- [Create a quotation](https://www.snad.io/en/guide/create-sales-quote) — Create a quotation in Snad: pick the customer, add products, check the discount and total, and save. Six steps, plus sharing and converting to an invoice.
- [Create a sale order](https://www.snad.io/en/guide/create-sale-order) — Create a sale order in Snad: pick the customer, add products, check the total and save. Six short steps with screenshots, plus copying from a quotation.
- [View a customer statement](https://www.snad.io/en/guide/customer-statement) — View a customer statement in Snad: pick the customer, read the balance aging, set the period, then print, export or send it. Five steps with screenshots.
- [Create a receipt voucher](https://www.snad.io/en/guide/create-receipt-voucher) — Create a receipt voucher in Snad: pick the receiving account and the paying accounts, enter the amounts and payment method, then save. Six short steps.
- [Snad sales software](https://www.snad.io/en/sales) — Customers, invoices, quotations and sale orders in one place.

[Open this screen in Snad](https://app.snad.io/dashboard/customer/create)

- **URL:** https://www.snad.io/en/guide/create-customer
- **Last reviewed:** 2026-11-04

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## About the publisher
**Snad (سند)** — a private Saudi software company
based in Madinah, founded 2025. Legal form: Sole proprietorship.
Commercial registration: 7038154642
VAT number: 310959226500003
Only official domain: snad.io
> Snad is a private commercial business-management platform. It is not a
> government body, not a bank, and not a government services portal, and it
> is not affiliated with any government entity. Any site or app with a
> similar name is unrelated to Snad.