How to Create a New Customer?

You can add new customers by following the steps below.

1.  Navigate to Customers.

The Customers page is displayed.

2.  Click Create new customer.

The Create customer page is displayed.

Note:  The fields marked as Required are mandatory.

3.  Select the type of customer you wish to add from the Customer Type dropdown list. The available customer options are Individual and Company. 

When you select the Customer Type as Individual, the following screen is displayed.

When you select the Customer Type as Company, the following screen is displayed.

4.  In both cases, enter the necessary customer details in the fields provided ensuring that you have entered information into the mandatory fields. 

5.  Click Create.

The new customer is added.

Note: You can also add a new customer when creating a new Quote, Job or Invoice by selecting the "Create new customer" option in the "Customers" dropdown list on the Create Quote/Job/Invoice screens.