Customers2 min read
Add a customer with TIN and address
A solid customer record saves you typing and keeps your invoices consistent. The TIN field is what MyInvois will use later.
01Create the record
- 1Open Customers → New.
- 2Enter the legal company name (the one on SSM, not the brand name).
- 3Enter the TIN — leave blank if they do not have one yet.
- 4Set the default payment term (e.g. Net 30).
- 5Add the billing address; shipping address is optional and can differ.
- 6Save.
02Add a contact person
Click Add contact to attach a finance contact (name + email + phone).
Future emailed invoices default to that contact's address.