Creating a New Customer
Open the Customers area and click the New Customer button or use the keyboard shortcut Ctrl+N. The customer dialog opens with the following fields:
In focus mode, creating the first customer completes the first step on the dashboard first-steps card.
Required Fields - First name and last name. The company is optional and can be stored in addition.
Contact Data - Salutation, first name, last name, street, postal code, city, country
Communication - Phone, WhatsApp, email
Optional Areas - Default discount, notes, and documents can each be expanded separately
Customer Details and History
Clicking on a customer opens the detail view. Here you can see at a glance:
- All contact information
- Total revenue and outstanding receivables
- Recent invoices with status
- Payment history
If a WhatsApp number is stored for the customer, you can open a chat directly from the detail view. HIVE tries WhatsApp Desktop first and only falls back to WhatsApp Web when needed.
Use Import Customers in the tab header to open the existing import wizard directly in the customer context. It accepts CSV, Excel (.xlsx) and vCard/VCF files. Each file is limited to 10 MB, 10,000 data rows, and up to 5 Excel worksheets. The import supports first name and last name as separate fields; existing full names are split into first and last name during import and when legacy data is migrated. With Update existing contacts by email enabled, HIVE updates matching customers by email address without overwriting existing data with empty import values. For single contacts, open the three-dot menu in the detail view and choose Export as vCard to save the selected customer as a ".vcf" file.
In the customer dialog, you can optionally store a default discount. It is proposed automatically as a document discount when creating new quotations, invoices, and quick invoices, but can be changed or removed per document at any time.
Creating Account Statement
Select a customer and click PDF Account Statement. You will receive a clear overview of all invoices, payments and the current balance - ideal for year-end closings or upon customer request.