---
title: Create a customer
description: Creating new customers is first requirement to get up and running with customer-related transactions. This article will walk you through creating and activating a new customer.
---

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3. [Customer](https://support.paragon-erp.com/paragon-basics?hsLang=en#customer)

July 13, 2026

# Create a customer

### **Introduction**

Creating new customers is first requirement to get up and running with customer-related transactions. This article will walk you through creating and activating a new customer.

### **Process description:**

ParagonERP offers many options to cover all of your business needs. Having active customers in the system is the best way to make sure that you can easily track to whom you are selling, when, and for how much.

### **Step-by-step instructions:**

- #### **Step 1: Go to customer module**

In the ParagonERP **home screen**, access the **customer** module from the right-hand **navigation bar** or by clicking the **more** button to show all available modules.

![](https://support.paragon-erp.com/hs-fs/hubfs/Customer%20module-jpg.jpeg?width=670&height=293&name=Customer%20module-jpg.jpeg)

 

- #### **Step 2: Add a new customer**

In the customer module, select the **add new customer** button. This will take you to the customer creation screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn8bab1add5a2c02c72ba138ba3a2ecebfc592804ca1815b1b284d5138f457bd079955263fedb2ec5f71e0d304054a4285-1-1-1-3-1.png)

 

The customer screen is separated into 2 main sections, the **business card** and the customer **attribute panel**.

There is a third panel for **activity**, that will be automatically populated as you generate various transactions for the customer.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn3fd8d696d31adccc02d455a1282950054c8a01223536139c30ffd03b6fb28165ff915897d54fa7b3624c553ada62b6ab-1-1-1-3-1.png)

 

- #### **Step 4: Complete the business card**

The screen below is known as the business card. The first field, in this case **code**, is mandatory and must be unique. We suggest using a customer ID.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnb7274173771fb9cad31079c18729fda578ca7514c72de76394a4673206c182535c207daa3202326226a3c542c6954bb9-1-1-1-3-1.png)

Fill in the required fields by typing or selecting a value from the drop-down list. Fields with drop-down values are marked with an arrow in the field.

- #### **Step 4a: Add addresses**

Follow this [document](https://support.paragon-erp.com/creating-new-addresses?hsLang=en) to add a new address to your customer.

When you add the address on either **bill** or **ship**, Paragon will assume that they are equal to each other, and the other will populate with the same address.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn245854e50ff0ea80b2b43ac9b4c937469efc6da9cb9fe1c61a10015518bf82d6024ffa7db7f5c2e5f2ddfc8ed7d95fec-1-1-1-3-1.png)  ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnb69f96c92d3c8799397521826bb77a11b6f028adcffb40393d43125a9f6f51b8c431e90ce7c24909d93a748510769202-1-1-1-3-1.png)

 

You will see the equal sign between the two, showing that the addresses for bill and ship are the same.

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn156faf5be1bf99c16da64cdc0aaa4940f67e2e128e8d5dea4c5bb0e2a1bcee30f9ab2a5ee745422d2356e3a348ea09b0-1-1-1-3-1.png)

 

In the case that they are not equal to each other, you can populate them separately with different addresses and the =/= sign will automatically show.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn156faf5be1bf99c16da64cdc0aaa494019cff421a86078850fa686c6f98349fbdc7fac0780aa7f36d2ba7f12c4cb5e9a-1-1-1-3-1.png)

 

You can click on the =/= button to make the addresses the same again.

 

- #### **Step 5: Add more attributes and information**

The **customer attributes** panel will display any attributes that were set to **always show** in customer [reference screen setup](https://support.paragon-erp.com/set-up-reference-screens?hsLang=en). To add a field that you do not see on the customer screen, press the **add attribute** icon. Select an attribute to add from the dropdown list that displays.

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn16bb731b979bc3d1466596f7ab0ae84316832f3a9e2a0299132d525b97ff4548b5e17474bbca0bb98d3c4c162300d002-1-1-1-3-1.png)

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn16bb731b979bc3d1466596f7ab0ae843cf99b266f73e26fd1aaff8d2b64b01fc759ec859a03d1d78cb7bf024f5a2eb31-1-1-1-3-1.png)

 

Note: In order to access this list, please ensure your screen resolution is at 100%. This can be done by pressing "Ctrl" + "0".

If the attribute(s) you'd like to enter are not in this list, you will first need to make sure they exist in ParagonERP. (For more information on adding attributes, take a look at our guide on [What are attributes and attribute values?](https://support.paragon-erp.com/what-are-attributes-and-attribute-values?hsLang=en)). Once you find any missing attributes, you will have to add them to the customer screen via [reference screen setup](https://support.paragon-erp.com/how-to-set-up-reference-screens?hsLang=en).

 

- #### **Step 6: Add notes and attachments (optional)**

On the bottom left-hand side of the screen, you can enter notes about the customer. To do so, press the **add notes** button on the notepad and enter the note in the field provided.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn9d8067f4405613313324d2e0fa367b8ae782ddd52418f6f1b50d84a475919d4eff7f461c14460aa326324fff453915ee-1-1-1-3-1.png)

 

To add attachments to your customers, you will need to be in **edit** mode and you will see the **attachments** button at the bottom of the screen.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn1a89f3ed1472e24bc2b59df653feb1a4332dfda70d0f1b84f5ba45c1dceb4cd9796957a5a4278ec15f5996f989d54b04-3-1-1-3-1.png)

 

Clicking the attachments button will open a modal that will allow you to either upload files or attach files using a URL.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnbcb2725f4356f2b3c4c4261890b844e9f8d29323045dfb9eaf210b49c096245f69e30e37d0d4775259c4c9a70f6fef16-1-1-1-3-1.png)

 

 

Remember to click **attach** if using an URL before saving or your attachment will not be saved!

 

Your attached files will be displayed and can be removed by using the **remove** button on the left. You can click **accept**  to save your changes or click **cancel**  to leave the modal at any time.

 

 

- #### **Step 7: Save your customer**

Once all required information has been entered, click the **save** button at the bottom right-hand side of the screen.

 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnc5c89db09626643a8085f2406f87f1f30d741972bff2aaa75a00d7d6b5fff672c66be22b13675a16b0138a69c78b1ad8-1-1-1-3-1.png)

Any fields that are left blank will no longer show on the screen when you save the customer.

 

- #### **Step 8: Activate your customer**

Once you've saved your new customer, you can activate it from the **action** button at the bottom right corner of the screen. Your customer is now active and can be used on transactions.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn72339da0a5375ff552602938c591a56459d8caaa7fc71c0ec666b96dfdbb202bf66f6ddbbb18ff89825b0a0f129d1716-1-1-1-3-1.png)

### **Action button**

After activating your customer you can use the [action button](https://support.paragon-erp.com/add-more-options-to-the-action-button?hsLang=en) to **deactivate** the customer if necessary, as well as **print**, **copy** or **email** the customer. Selecting the print option will print the customer statement for this company. You can also access the customer **aged AR** report. For more information on this report, read our guide on [How to use the AR Aging Report](https://support.paragon-erp.com/using-the-ar-aging-report?hsLang=en)

#### ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn927de556c1f8ee57c170586e6b582b4a2f18574d2fabab05f71928d888fee22457c0a9d24ba92c7e53df11efc95beaf4-1-1-1-3-1.png)

### **On hold customers**

It may happen that you want to suspend a specific customer account. In this case, the **customer on hold** attribute can be activated until the account has been settled. This will prevent any sales transactions from being issued, while the customer remains on hold.

![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsne4113e058e0765c08ff48409b17c3849150bc8470b6dea096a73277893e54c506eae4bebc26304089bb1ff57cf943adb-2-2-1.png?width=670&height=266&name=edbsne4113e058e0765c08ff48409b17c3849150bc8470b6dea096a73277893e54c506eae4bebc26304089bb1ff57cf943adb-2-2-1.png)

### **What's next?**

Now that you know how to create a new customer, take a look at these other articles to familiarize yourself with references in Paragon.

[Creating a customer or vendor in a transaction](https://support.paragon-erp.com/creating-a-customer-or-vendor-in-a-transaction?hsLang=en)

[How to set up reference screens](https://support.paragon-erp.com/how-to-set-up-reference-screens?hsLang=en)

[How to associate attributes between references](https://support.paragon-erp.com/associating-attributes-between-references?hsLang=en)

 

 

 

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