Skip to main content
Customer records are the foundation of accounts receivable in adorabl. Every invoice, payment, and dunning reminder ties back to a customer master record with contacts, ship-to addresses, payment terms, and credit policy.

​
Prerequisites

Before you add customers, confirm:
  • You are signed in and have selected the correct organization in the sidebar switcher.
  • Finance setup and System accounts are complete so AR posting has the right revenue and receivables accounts.
  • Terms codes exist if you assign payment terms by code rather than days only. See Terms codes (Finance setup checklist).
  • Optional but recommended: finish the Receivables setup checklist so invoicing and collections defaults are in place.

​
Customer record anatomy

​
Create a customer

1

Open the customer list

  1. In the sidebar, open Accounts Receivable.
  2. Click Customers.
The list shows customer #, name, contact info, terms, open balance, and status. Overdue balances appear with attention styling at the top of filtered views.
2

Start a new record

Click New customer on the Customers list.adorabl opens a blank customer record on the Details tab using the master-record layout: summary strip at the top, tabbed related data below.
3

Enter core details

Fill in the fields on the Details tab:Click Save in the header. adorabl creates the customer and stays on the record. The header links Back to Customers.
4

Add contacts and addresses

You can fill Contacts and Addresses before the first save. Those rows are stored when the customer is created.Switch to the Contacts tab and add at least one billing contact if someone other than the primary email receives invoices.On the Addresses tab:
  1. Add a Bill-to address for invoice PDFs and statements.
  2. Add Ship-to addresses for fulfillment; mark one as Default Shipping if orders ship routinely to the same location.
  3. Toggle Ship-to on addresses used for order fulfillment.
Changes save inline. A sales order saves its selected ship-to address so later customer-record edits do not change the destination already sent to packing and shipping.
5

Confirm the customer is ready to invoice

After save, the summary strip shows open balance, overdue amount, and last payment date (zeros until the first invoice posts).From here you can:
  • Create an invoice directly via New invoice actions on related tabs
  • Start a sales order pre-filled with this customer
  • Return to Receivables setup and mark Customers complete

​
Example: Trail Ridge Outfitters

Trail Ridge sells wholesale to Aspen Sports Co. and direct-to-consumer through Shopify. They maintain separate customer records: Before the first wholesale invoice, Trail Ridge confirms Aspen Sports Co. has a billing contact (ap@aspensports.example) and a default ship-to flagged for fulfillment from their Denver DC warehouse.

​
Manage existing customers

Use Pause dunning for customers in active dispute or payment-plan conversations. You can also pause dunning on a single invoice from the invoice detail screen.

Invoices & adjustments

Create and post invoices against customer records.

Incoming payments

Record customer receipts and apply them to open invoices.

Collections & dunning

Follow up on overdue balances and configure reminder cadence.

Receivables setup

Complete the AR checklist before your first invoice.

Shipping labels

Rate shop using the customer default ship-to.

​
Troubleshooting

Confirm the correct organization is selected. New organizations start with no customers until you create them or import master data via Master data.
Name is required. If you see a terms validation error, confirm payment terms days is a non-negative number.
Check that the customer has a valid email, Pause dunning is off on both the customer and the invoice, and Dunning rules are enabled. See Collections & dunning.
Confirm the address has Ship-to toggled on and, if needed, Default Shipping set. Sales orders pull the default shipping warehouse separately — see Sales orders & fulfillment. Carrier rate quotes use the same ship-to — see Shipping labels.
Open balance sums posted open and partially paid invoices minus unapplied credits. Drill into the Invoices tab to reconcile individual documents; partial payments show as Partial status on the invoice.