A customer is any individual or organization that engages in transactions with a business. In this context, an individual refers to someone who purchases goods or services from a seller, while an organization can be a company that does the same.

To set up a customer, you’ll need to provide the following information:

• Customer Name
  For example, Savannah Informatics Limited (for a company) or John Does (for an individual).
• KRA PIN
  This is the customer’s KRA PIN, which will be linked to all invoices associated with them.
• Contact Information
  This includes the customer’s phone number and email address.

Example of Adding a New Customer

Let’s say you are adding Safaricom Limited as a customer in your system.

Customer Name: Savannah Informatics Limited
KRA PIN: <KRA PIN>
Phone: <Mobile Phone Number>
Email: <Company Email>

Alternatively, for an individual like Biko Tajiri:

Customer Name: John Doe
KRA PIN: <John Doe KRA PIN>
Phone: <Mobile Phone Number>
Email: <John Doe's Email>

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By filling out these details, you ensure all future transactions and invoices are accurately linked to the respective customer.