Add the customers you invoice, one at a time or many at once from a CSV file. Customers you add here can be selected on the invoices you issue.
Before you start
Who: a Super Admin, Admin or Accountant.
Where: the Pemo web app.
If your company is connected to an accounting system, its customers are already in Pemo. You only need to add customers that aren't there.
Open Customers
Select Accounting export in the left sidebar, then select Settings. Under Required for export, select Customers.
To add one customer, select Create customer.
To add many customers at once, select ⋮, then Import Customers CSV.
Add a customer
Enter the Customer name, then choose Business or Individual.
Add their details: phone number and email (optional), Tax registration (VAT registered, Not VAT registered or Outside the UAE), TRN or TIN (optional), contact information (optional) and Payment terms (Due on receipt by default).
Select Create customer.
Import customers from a CSV file
Select Download to get the template. Add your customers' names and tax registration numbers, check for missing or incorrect details, then select Next.
Drag and drop your CSV file, or select Browse files. The file can be up to 20Mb and must be saved as UTF-8.
Select Confirm.
Good to know
To change a customer's details, see How to edit a customer.
To bill a customer, see How to create an invoice. You can also add a new customer while you create an invoice.