# Add New Customer

Use this workflow to manually create a customer record in ChaChing. This is useful when you need to add a customer individually instead of importing via API.

Click **Add new customer** to create a customer.

Customers-2.svg
## Customer Details

| **Name** | **Description** | **Required / Optional** |
|  --- | --- | --- |
| **Customer Name** | Full name of the customer used for identification across billing records and subscriptions. | Required |
| **Email** | Primary customer email used for receipts, invoices, and all system notifications. | Required |
| **Show advanced options** | Expands the form to include billing and shipping sections. | — |


## Billing Details

| **Name** | **Description** | **Required / Optional** |
|  --- | --- | --- |
| **Billing email is same as account email** | When selected, the customer’s primary email is reused as the billing email. | Optional |
| **Billing Email** | Separate billing email. Appears only when the checkbox above is disabled. | Optional |
| **Phone** | Customer phone number used for contact and invoice communication. | Optional |
| **Address Line 1** | Primary billing address. | Optional |
| **Address Line 2** | Additional address information (apartment, suite, unit). | Optional |
| **City** | Billing city. | Optional |
| **State** | Billing state, province, or region. | Optional |
| **Zip** | Billing ZIP or postal code. | Optional |


## Shipping Details

| **Name** | **Description** | **Required / Optional** |
|  --- | --- | --- |
| **Same as the billing details** | Copies all billing address fields into the shipping section. | Optional |
| **Phone** | Customer’s shipping contact phone number. | Optional |
| **Address Line 1** | Primary shipping address. | Optional |
| **Address Line 2** | Additional address information for shipping. | Optional |
| **City** | Shipping city. | Optional |
| **State** | Shipping state, province, or region. | Optional |
| **Zip** | Shipping ZIP or postal code. | Optional |


## Complete the Action

Click **Add customer** to create the customer using the provided details.

Add new customer.svg