Edit customer

Company *

Customer type

Pricing tier

Payment terms (auto-fills invoice Terms)

Tax preference

Resale certificate #

Resale cert expiry date

Billing address (auto-fills Bill To)

Delivery address (auto-fills Deliver To)

Shipping address (legacy / fallback if no delivery address)

Add one or more contacts. Mark exactly one as the Point of Contact (POC).

First name	Last name	Title / role	Email	Phone	POC

Notes

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