Create and maintain customers
Watch: Add a customer
Save customer contact and billing address details. · 0:33
Read the transcript
To add a customer in RentalBench, open Customers and choose Add customer.
Enter the customer's name, email address, and phone number. Use the notes field for information the rental team needs to see.
Add the billing address, choosing Company when the customer is a business. If delivery uses the same address, select the option to reuse it instead of entering it twice.
Save the customer, then review the contact and address details on the profile. This customer is now available when you create an order.
Select Customers and Add customer. Enter the name and any available contact details. The initial address is treated as billing, with an option to use it for delivery as well.
Open the saved profile to update contact information, internal notes, tags, addresses, and organization-defined customer custom fields. Tags support internal grouping without changing customer access.
Archiving hides a customer from new orders and storefront authentication while preserving previous orders, documents, and activity. Restore the customer to use the profile in new workflows again. Email addresses must be unique within the organization.
Add and verify a customer
- Select the correct location, open Customers, and start the customer form.
- Enter the customer's name and available contact details. Check the email carefully before saving.
- Add the optional initial billing address. Choose Personal or Company and supply the relevant recipient or legal company name.
- Use the same address for delivery only when it is actually suitable for both purposes.
- Save, reopen the customer, and review the profile before selecting it on an order.
A duplicate email in the organization must be resolved using the existing customer record. Saving a staff customer record does not grant a staff seat or bypass the customer's separate storefront authentication. For multiple billing identities, use addresses and history.