---
title: "How To Guide: Creating a Customer without using Leads"
url: "https://help.psarev.io/en/article/creating-a-customer-without-using-leads"
language: "en"
last_updated: "2026-08-07T20:20:38.830Z"
---

# How To Guide: Creating a Customer without using Leads

## 1\. Introduction

![1](https://export.supademo.com/renders/ncdw2m5ycn/out.png)

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2\. If you are using our **Leads** functionality, you are tracking sales opportunities before the account is an actual customer. Leads require much less information to be entered than an actual customer and work well if you don't have a service address or other information yet and we would guide you that using leads is best practice in most cases.

However, If you already have information about the customer, you can also **manually create a customer account** if you are choosing not to use Leads.

![2](https://export.supademo.com/renders/p6qf3v87wa/out.png)

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3\. To create a customer account manually, from the **Customers** main menu tab, click the **Customers** menu item.

![3](https://export.supademo.com/renders/945b5lcojp/out.png)

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4\. Click the **Add Customer** button.

![4](https://export.supademo.com/renders/lccg3rcr95/out.png)

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5\. Enter all the customer information in the screen. Unlike creating a lead, when creating a customer you must have a customer **Name**, **Billing Email**, and the service **Address,** as these are required fields.

![5](https://export.supademo.com/renders/wp38ea4gzb/out.png)

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6\. When creating the customer, you can choose to set the customer **Type** to ***Customer*** or ***Prospect***.

This can help distinguish live customers from prospects, but best practice would be to use our **Leads** functionality if you need this distinction as this field does not ever automatically update.

If you use this field, you must remember to come back and **edit** the customer and change the **Type** to ***Customer*** after they are active.

![6](https://export.supademo.com/renders/mtfu5fezmg/out.png)

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7\. We've selected ***Customer*** here as we have already won this company's business and we have all the pertinent details including the service address and we know how we'll be billing this customer.

Again, if we are just working this deal and trying to win the business for the first time, creating this account as a **Lead** instead is best practice, knowing you will convert leads to customers when you win the account and have more information on the customer.

![7](https://export.supademo.com/renders/gwt4mp2xfj/out.png)

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8\. It does make sense to set the **Status** of the account to ***Prospect*** if you have not yet begun billing the customer and while you are getting their products and recurring services set up.

The system will automatically change the status to ***Open*** when you activate a recurring service and you can manually change the status to ***Open*** at any time as well.

![8](https://export.supademo.com/renders/sj7morzane/out.png)

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9\. When setting an account up as a Customer, you are required to select the **Bill Profile** that applies to this account.

Remember, the bill profile is the set of billing rules that control how this customer's account handles recurring billing. Your team may have one bill profile that covers all accounts, or you may have multiple bill profiles to be able to handle different customers in different ways.

*Note: If your team uses multiple bill profiles and you are not sure at this point which bill profile this customer should be added to, that is another indicator that this should be a* ***lead*** *and not yet an actual customer account.*

![9](https://export.supademo.com/renders/wdqwbxp77y/out.png)

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10\. Click the **Add Customer** button to save the new customer record.

![10](https://export.supademo.com/renders/futawb48z4/out.png)

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11\. At the top, the customer name will display, along with their **Status**, the indicator whether they are a **Standard**, **Parent**, or **Child** account, and their **Customer ID**.

![11](https://export.supademo.com/renders/l2zu9iqf4j/out.png)

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12\. You can now manually add tickets for one time products or charges from the **Servicing** area of the account using the **Tickets** tab.

![12](https://export.supademo.com/renders/uwzsui3kj4/out.png)

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13\. And you can manually add recurring services from the **Billing** area of the account using the **Recurring** **Services** tab.

![13](https://export.supademo.com/renders/0sy8cv0s5j/out.png)

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14\. From the **Quotes** area of the customer account, you can add opportunities using the **Opportunities** tab.

![14](https://export.supademo.com/renders/03s5a7qpu9/out.png)

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15\. And you can add new quotes from the **Quotes** tab on the customer account.

![15](https://export.supademo.com/renders/jym3wma32k/out.png)

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