Help Center / Accounts Receivable

Setting Up Customers

This article covers how to create and manage customers in Light. Customers are the parties you bill via sales invoices.

Navigate via Revenue & Invoicing → Customers.

Customers List

The Customers table shows: Customer, Billing email, Description, Domain, Created at, Country, City, Address, Status.

Status is either Active or Disabled (the underlying values are ACTIVE / ARCHIVED).

Creating a Customer

  1. Click + Create customer — a side drawer opens
  2. Fill in the form:
    • Name (required)
    • Billing email
    • Domain (optional)
    • Description (optional)
    • Billing address: country, state, city, street, zipcode
    • Email preferences:
      • Send to — default recipient email addresses for invoices sent to this customer
      • CC (optional) — default CC addresses for invoices sent to this customer
    • Shipping address (optional)
    • VAT
    • Business reg. number
    • EAS code, E-invoice address, E-invoice network (used when sending e-invoices)
    • Customer type: Business, Consumer, or Government
    • Custom properties (if your organisation has any configured for customers)
  3. Click Create

To edit a customer, click any customer row in the list. This opens a fullscreen edit page with card-style sections (Business information, Email preferences, Shipping address, E-invoicing) and a sticky header with Cancel and Save buttons.

Customer Status

Each customer has an Active toggle in the edit dialog:

  • On → status is Active, the customer appears in pickers and lists
  • Off → status is Disabled (ARCHIVED); the customer is hidden from default lists but historical records remain accessible

Customer Detail Tabs

Open a customer to see the following tabs:

  • Overview — summary including the customer aging widget (current / 1–30 / 31–60 / 61–90 / 91+ days)
  • Payment history — payments received from this customer
  • Contracts — contracts associated with the customer
  • Accounting documents — invoices, credit notes, and other accounting documents

Customers Synced from External Systems

If a customer was synced from an external system (e.g., Salesforce, Hubspot), an External source indicator appears in the customer detail view, showing the source system. Some fields may be controlled by the source.

Custom Properties

Custom properties for customers are configured at Settings (gear icon) → Custom properties. Once configured, they appear directly inside the customer create/edit form (no separate section).

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