Creating a New Customer

Last updated: January 24, 2026

Learn how to manually add customers to Monk by filling out the Create Customer form.

Overview

While Monk can automatically import customers from your accounting integrations, you can also add customers manually. This is useful when you need to set up a new customer before syncing with your accounting system or when working with customers not yet in your other systems.

Accessing the Create Customer Form

Navigate to Customers from the left sidebar
Click the Create Customer button in the top right corner

A slide-out panel will appear with the customer creation form.

Customer Settings

Configure how Monk interacts with this customer:

Setting	Description
Accept card payments	Include a payment link in invoices sent to this customer. Requires a Stripe connection.
Auto Follow-up	Automatically send follow-up messages when the customer hasn't responded.
CC your POCs on Invoice	Include your points of contact (POCs) in invoice emails. Choose Default (use organization settings), Enabled, or Disabled.

Adding Contacts

You can add one or more contacts for the customer. Click Add contact to create a new contact card.

Contact Roles

Assign at least one role to each contact:

Primary: The main point of contact for general communication
Billing Contact: Receives invoices and billing-related communications (prioritized for billing)
Signatory: Authorized to sign contracts and agreements
Other: Additional contacts for CC purposes

You can add multiple contacts by clicking Add contact again.

Saving the Customer

Once you've filled out the required fields (at minimum, the Company name), click Create Customer at the bottom of the form to save the new customer.

After creation, you'll be returned to the Customers list where you can see your newly created customer. Click on the customer row to view their full details page where you can manage contracts, invoices, and more.