Skip to main content
The create-customer form with its identity and contact fields

Customers > Create customer

Open in TWICE Admin

customers
Create the customer profile everything else hangs off: the orders they have had, the units they have held, the documents you keep, and the consent you rely on to email them. Create it from scratch under Customers, or from inside an order while you are taking it. Either route makes the same record. Decide afterwards whether the person is an order customer, a billing contact, or both.

​
Prerequisites

Required permissions: customers:customer in create and manage. All four system roles (Owner, Admin, Manager and Member) hold every operation on it. See Users & Roles.
Have ready before you start:
  • A name and an email. Add everything else later. These two make the record findable and contactable.
  • Whether this is a person or a company. It sets the Customer type, which changes the fields you get. See Set up business customers.
  • Any custom fields you expect to use. Create the attribute before you can set a value on it. See Attributes.

​
The walkthrough

1

Create the record

From Customers, press Create Customer. Mid-order, use + Add → Customer and then Create new customer, which makes the record and attaches it to the order in one move.Create from the order at a counter. It saves a step and guarantees the profile ends up on the order rather than sitting unattached.
2

Enter the built-in fields

Set the fields every profile carries. None of them can be removed:
3

Enter the two addresses

Set Billing address and Shipping address separately. They are two independent sets, so an invoice and a delivery can go to different places.
4

Set the custom fields you care about

Use a customer attribute for anything beyond the built-ins: a field you define once and then set per customer. Licence number, membership tier, shoe size, whatever your operation asks people.Set attributes on the profile’s Attributes tab. An attribute can be filtered and sorted in the customers table, which is what makes a customer findable later, and which a value typed into a note cannot do. See Segment customers.Use Tags for the other axis: a flat label you apply to many customers to form a group. Attributes describe one customer; tags collect several. See Customer groups.
5

Attach the customer to the order

On the order, use + Add → Customer, which searches your existing profiles as you type. Pick one and press Add selected.Add several where a group is ordering together, since line items can be assigned per person. The person who pays is tracked separately.
6

Decide who is the billing contact

Two roles answer different questions:
  • Order customer. Who is taking the goods. Line items can be assigned to them individually.
  • Billing contact. Who is paying. Add them with Add billing contact, and this is the identity that lands on the money side of the order.
For an ordinary counter sale one person is both. Decide deliberately when a company pays for an employee’s order, or a parent for a child’s: the goods belong to one record and the invoice to another. See Set up business customers.

​
How do I know it worked?

  • The profile is findable in the customers table by name or email.
  • The order shows the customer on its Customers tab, and the billing contact where you set one.
  • The order appears on the customer’s own Orders tab. The link runs both ways, which is what makes reading their history possible.
  • Marketing consent reads what you intended, because nothing will correct it for you later.

​
Troubleshooting / common pitfalls

Emails are unique per customer, so the address already belongs to another profile.Check for it before you create a second record. The existing profile is almost always the one you want, and two profiles for one person split their history in two.
It is not a built-in field, and no attribute exists for it yet.Create the attribute first, then set the value. Attributes are defined once for all customers rather than per profile. See Create attributes and attribute groups.
You set an order customer and no billing contact, or the wrong one of the two.Add or change the billing contact on the order. The order customer is who takes the goods; it does not decide who is billed.

Set up business customers

Company records, tax IDs, and billing versus shipping.

Import customers from a CSV

Bringing an existing list in in bulk.

Read a customer's history

What this customer has had, and how it came back.

Customer Profile

Every field the record carries.