A Customer is anyone you sell your products or services to. You can create and send invoices to a customer for the products and services you offer.
How to Add a Customer in NuMetric
Adding a customer in NuMetric allows you to start invoicing and tracking transactions. Each customer is automatically assigned a corresponding account in the Chart of Accounts.
Steps:
Go to Sales from the main menu.
Click Customers.
Select Add a Customer.
Enter the Customer Name (Company or Individual).
Fill in Contact Person's First Name.
Fill in Contact Person's Last Name.
Choose the Country Code.
Enter the Mobile Number.
Provide the Email Address.
Optionally add Landline Number.
For Jordan-based invoicing, select the appropriate Document Type:
- National ID (Jordanian Individuals)
- Passport Number (Foreign Individuals)
- Tax Number (Companies)Enter the Document Number.
Fill in the Billing Address: Country, State, City, Postal Code.
Add Shipping Address or select “Same as Billing.”
Click Create to finalize the customer profile.
📌 Note:
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.
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
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.
⚠️ Note: Customer Creation – ISTD E-Invoicing Compliance
When creating a new customer, please ensure the Customer Name and other related fields do not include any special characters.
❌ Avoid characters like: ! @ # $ % ^ & * ( ) _ + = { } [ ] ; : " ' < > , . ? / \ | hyphens - or periods .
Including unsupported characters can lead to ISTD e-invoice submission failures and errors during the validation process.
Make sure to enter clean and accurate information for smooth processing and compliance.