Adding Your First Customer

Before you can create an invoice, you need at least one customer. This guide shows you how to add and manage customers in Hisab.

Customer Types

Hisab supports two types of customers:

Business Customers (B2B)

• ICE number required for tax compliance
• Company name and legal details
• Used for most business transactions

Individual Customers (B2C)

• No ICE required
• Personal name and contact details
• For retail or consumer sales

Adding a Customer

1. Go to Customers in the sidebar
2. Click "Add Customer"
3. Fill in the required information

Required Fields for B2B

Required Fields for B2C

Optional Information

Enhance your customer records with:

• Phone Number: Primary contact number
• Address: Street, city, postal code
• Contact Person: Main point of contact (for businesses)
• Notes: Internal notes (payment preferences, special instructions)
• Default Payment Terms: Override your standard terms

ICE Number Validation

For B2B customers, Hisab validates the ICE format:

• Must be exactly 15 digits
• No letters or special characters
• Shows green checkmark when valid

Tip: Verify ICE numbers at tax.gov.ma to ensure accuracy.

After Adding a Customer

Once saved, you can:

• View the customer's profile
• See their invoice history
• Create an invoice directly for them
• Edit their information anytime

Managing Customers

Edit Customer

Click on any customer to view and edit their details.

Delete Customer

Customers with existing invoices cannot be deleted (for audit purposes). You can mark them as inactive instead.

Search Customers

Use the search bar to find customers by:

• Name
• ICE number
• Email

Next Steps

• Import customers in bulk
• Create your first invoice