> ## Documentation Index
> Fetch the complete documentation index at: https://alguna.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Customers

> Learn how to create and edit customers

<Tip>
  [Production](https://app.alguna.io/accounts) or
  [Sandbox](https://app.sandbox.alguna.io/accounts)
</Tip>

## Adding a New Customer via Dashboard

In the **Customers** section, you can easily add new customers by clicking on **New Customer** CTA.

<Warning>
  If you're looking to add customers via API or import from third parties,
  follow [this guide](/migrations/sync-accounts).
</Warning>

After the modal shows up, please follow these steps to input customer details:

<Frame>
  <img src="https://mintcdn.com/alguna-20/SHr1INYd9aYWbwbe/images/customers/customers-create.png?fit=max&auto=format&n=SHr1INYd9aYWbwbe&q=85&s=8fda0686be653df21412a94e8b92e93a" width="379" height="705" data-path="images/customers/customers-create.png" />
</Frame>

### Customer Information

* **Customer Name**: Enter the full name of the customer or organization.

* **Primary Contact Email**: Provide the primary email address for customer correspondence. This email will be used for invoices, updates, and notifications.

* **First Name / Last Name**: Input the first and last name of the primary contact person associated with the account.

### Location Details

* **Country**: Select the country where the customer is based from the dropdown menu.

* **Billing Currency**: Choose the preferred billing currency for this customer, in accordance with ISO 4217 standards.

* **Address (Optional)**:
  * **Address Line 1**: Enter the primary address for the customer.
  * **Address Line 2**: (Optional) Enter any additional address details.
  * **City**: Input the city for the customer’s address.
  * **State**: Enter the state or region (if applicable).
  * **Postal Code**: Input the postal code or ZIP code.

### Tax Information

* **Tax Rate**: If applicable, enter the tax rate for this customer. This rate will be applied to their invoices. The default value is set to `0.00%`. If you have an integration set up to manage taxes, this will be automatically managed by the integration.

### External Identifiers

* **Add External ID**: Add any external identification codes, if necessary. These can be used to link the customer to an external system for tracking purposes.

### Legal Entity

* **Legal Entity**: Select the legal entity under which this customer will be billed. This ensures accurate invoice generation.

### Parent Customer (Optional)

* **Parent Customer**: Assign this customer as a child of the selected customer. See [Customer Families](/customers/customer-families) for more details.

***

# Editing Customers

The **Customer Profile** page allows you to manage key details for each customer, including billing preferences, contact information, and payment methods. Below is a breakdown of the various sections and how to manage them.

<Frame>
  <img src="https://mintcdn.com/alguna-20/SHr1INYd9aYWbwbe/images/customers/customers-edit.png?fit=max&auto=format&n=SHr1INYd9aYWbwbe&q=85&s=281cbbae6492f7ed8c844abfc2befdab" width="679" height="545" data-path="images/customers/customers-edit.png" />
</Frame>

***

### Business Information

This section shows the customer’s billing preferences.

* **Business Name**: The registered name of the customer's business.
* **Currency**: The currency in which the customer prefers to be billed.
* **Invoicing Flow**: Indicates which invoicing process is applied to this customer.
* **Payment Terms**: The agreed payment terms for the customer, e.g. **Net 30** (payment is due 30 days after the invoice date).
* **Auto Pay**: Whether or not auto payment is enabled.

***

### Billing Address

The address used for billing, tax, and invoicing purposes.

* **Country**: The customer's billing country.
* **Address Line 1 & 2**: The full address details.
* **City**: The city where the customer is located.
* **State**: The state or region.
* **Postal Code**: The postal code.

***

### Tax Settings

This section manages customer-specific tax rates and obligations.

* **Country (Optional)**: The country for which tax settings apply.
* **Tax ID (Optional)**: The Tax ID or VAT number.
* **Tax Rate**: The applicable tax rate for this customer.

***

### External Identifiers (Aliases)

Identifiers from your internal systems, often used for usage-based metering. These connected account IDs serve as aliases by default.

* **Alias**: The identifier or alias for the customer.

***

### Contacts

Manage the customer’s primary contact information and email preferences.

* **Primary Contact Information**:
  * **Name**: The primary contact's name.
  * **Email**: The email address for this contact.
  * **Email Preferences**: The contact’s email preferences.
    * Example: **Billing**, **Updates**, **Legal**

To add a new contact, click **+ New Contact**.

***