Setting Up Customers

What is this page about: How to create, view, edit, and manage customers in Light, the Accounts Receivable records you bill via sales invoices. Covers the Customers list, the create/edit workflow, active vs. disabled status, customer detail tabs, syncing from external systems, and custom properties.

# Quick answer

To create a customer in Light: go to Revenue & Invoicing → Customers, click + Create customer, fill in the required Name, Email, and Country fields (everything else is optional, unless your workspace has configured its own required custom properties), and click Create. Existing customers can be viewed from a details drawer and edited from a fullscreen edit page. Disabling a customer hides it from lists without deleting its invoice or payment history.

# On this page

• What is a customer in Light?
• Customers List
• Creating a Customer
• Viewing and Editing a Customer
• Customer Status: Active vs. Disabled
• Customer Detail Tabs
• Customers Synced from External Systems
• Custom Properties
• Frequently Asked Questions
• Related Articles

# What is a customer in Light?

A customer in Light is the party you bill through sales invoices. Every posted invoice, payment, and credit note is tied to a customer record. A customer must be attached before an invoice or credit note can be finalised and sent, though a draft can exist without one. This makes the customer the foundation of Light's Accounts Receivable (AR) workflow.

Navigate via Revenue & Invoicing → Customers.

# Customers List

The Customers list is the main table for browsing every customer in your organisation. It shows the following columns:

Status is either Active or Disabled. Light keeps this list intentionally lean so you can scan your customer base at a glance, but every column is sortable if you need to dig in.

# Creating a Customer

To create a new customer in Light:

1. Click + Create customer. A modal dialog opens.

2. Fill in the form:

   • Name (required)
   • Email (required)
   • Domain (optional)
   • Description (optional)
   • Billing address: country (required), state, city, street, zipcode
   • Billing emails:
     • 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
   • E-invoice network: once selected, reveals the EAS code and E-invoice address fields used to send e-invoices
   • Customer type: Business, Consumer, or Government
   • Custom properties (if your organisation has any configured for customers)

3. Click Create.

Name, Email, and Country are the built-in required fields, and every other field can be filled in later. (If your workspace has configured its own required custom properties, those must also be filled in at creation.)

# Viewing and Editing a Customer

To view a customer, click any customer row in the list. This opens a right-side details drawer showing the customer detail tabs (see below). From the details drawer, click Edit to open a fullscreen edit page with card-style sections (Business information, Billing emails, Shipping address, E-invoicing) and a sticky header with Cancel and Save buttons.

# Customer Status: Active vs. Disabled

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; the customer is hidden from default lists but historical records remain accessible.

Light never deletes a customer's history when you disable them. Invoices, payments, and contracts stay exactly where they were, so your books stay complete even after a relationship winds down.

# Customer Detail Tabs

Opening a customer shows the following tabs:

• Overview: summary including the customer aging widget (current / 1-30 / 31-60 / 61-90 / 90+ days), so you can see how overdue a customer's balance is without leaving Light.
• Payment history: payments received from this customer.
• Contracts: contracts associated with the customer.
• Accounting documents: invoices, credit notes, and other accounting documents.
• Details: additional customer detail information.

# Customers Synced from External Systems

If a customer was synced from an external system, either Salesforce or HubSpot, an External source indicator appears in the customer detail view, showing the source system. This is part of how Light fits into tools you're already using, rather than asking you to re-enter customer data by hand.

# 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 rather than in a separate section. Light adapts the form to your data model instead of the other way around.

# Frequently Asked Questions

# What is required to create a customer in Light?

Only Name, Email, and Country are built-in required fields. All other fields, including billing details and VAT, are optional and can be added or edited later. If your workspace has configured its own required custom properties for customers, those must also be filled in at creation.

# How do I edit an existing customer?

Click the customer's row to open the details drawer, then click Edit to open the fullscreen edit page.

# What happens when I disable a customer?

The customer's status changes to Disabled. It's hidden from default lists and pickers, but all of its invoices, payments, and contracts remain fully accessible.

# Does Light sync customers from Salesforce or HubSpot?

Yes. Customers synced from Salesforce or HubSpot show an External source indicator in the customer detail view.

# Where do I set up custom properties for customers?

Go to Settings (gear icon) → Custom properties. Once created, custom properties appear automatically in the customer create/edit form.

# What is the aging widget on the Overview tab?

It buckets a customer's outstanding balance into current, 1-30, 31-60, 61-90, and 90+ day ranges, so you can see at a glance how overdue their balance is.

# Related Articles

• Accounts Receivable Overview
• Contracts
• Invoice Generation
• Sending Invoices
• Tracking Payments and Outstanding Balances
• Customer Credits