Add customers

The Customers section lets you save and organize the information of the people or companies you ship to frequently. With their details on file, you can generate shipping labels faster without entering the data every time.

From this section you can add three types of customers: Individuals, Companies, and Distributors.

Overview

When you open the section you will see a summary with the count of registered customers by type, followed by a table with all your customers.

Customer summary

At the top, three cards show the total number of customers by category:

Card	Description
Individual	Total customers registered as an individual person
Companies	Total customers registered as a company
Distributors	Total customers registered as a distributor

Customers table

The table shows the full list of your registered customers. You can move between pages using the pagination controls at the bottom, and adjust how many records are shown at a time.

Available filters

You can find a customer quickly using the following tools.

Filter	Description
Type tab	Click All, Individuals, Companies, or Distributors to see only that group
Search	Type the customer name in the search bar
Customer type	Use the dropdown menu to filter by a specific category

Customer types

Individual	For natural persons
Company	For businesses or legal entities
Distributor	For partners or distributors of your products

Add a new customer

1. Sign in to your Envia.com account

2. Go to the Customers section

3. Click +New customer.

   

4. Choose one of the three options:

   • Individual - For natural persons
   • Company - For businesses or legal entities
   • Distributor - For partners or distributors of your products

   

   Note

   The available fields change slightly depending on the customer type you select.

5. Fill in the contact details according to the customer type

   Individual

   

   Company

   

   Distributor

   

   Note

   Use the Internal notes field to add references or comments about this customer. It is only visible to you and does not appear on labels or external documents.

6. The Billing address section is filled automatically with the contact details you entered. Check that they are correct and complete any additional fields:

   

7. Click Save. The customer will be registered and will appear in your customers table.

Generate a shipping label

Once you have a registered customer, you can generate a shipping label directly from this section without entering their details again.

1. Find the customer in the table using search or the filters.

2. Select the Generate shipment option.

3. The customer’s details will load automatically in the shipment form.

   

Important notes

• Fields marked with * on the form are required.
• You can edit or update a customer’s details at any time.
• The Internal notes field does not appear on any label or external document; it is for your use only.
• Having complete billing details speeds up issuing invoices when needed.