From the sidebar, go to CRM. You'll land on the Customers tab by default (there's a separate Pipeline tab alongside it for tracking deals before they're a customer at all). Top-right of the toolbar, click + New Customer.

Company Name is the only field that's actually required. Everything else — Contact Name, Email, Phone, Account Owner — can be filled in now or added later from the customer's own record. Account Owner defaults to you, with an "Unassigned" option if you'd rather leave it open.

Billing Address is a free-text box — street, city, postcode, country, however you'd write it on an invoice. Shipping Address has a "Same as billing" checkbox, ticked by default, so you only need to fill in a separate shipping address if one actually exists.

Credit Limit comes pre-filled at 10,000 in your base currency — a sensible starting point for a new account, not a system requirement. This is what stops a customer's open balance running away from you: once their outstanding quotes and orders combined exceed this number, any new quote or order for them hits a credit hold and can't be issued until it's cleared or the limit is raised.

If you genuinely don't want credit checking for this account — a cash-on-delivery customer, say, or an intercompany account — tick "Pro forma account — no credit limit checks" instead of setting the limit to zero.

Click Create Customer. You're taken straight back to the customer list — the new record doesn't automatically open a detail view or a quote screen. From here, every customer's card carries its own Draft Quote and Book SO buttons, so you can go straight into your first document without opening the full profile first.