Create customer

Optionally add a new customer

If you need to add a new customer, follow these steps below. If however you already have the customer on the list, you can search the customer name and select it.

1. Add a New Customer:
   • Click on the New Customer button to open the customer creation form.

2. Enter Customer Details:
   • Name: Enter the full name or business name of the customer.
   • Email: Input the customer’s email address where invoices and communications will be sent.
   • Phone Number: Provide a contact number for the customer.
   • Address: Fill in the customer’s billing or mailing address.
   • Additional Information: You can also add any other relevant details in the provided fields.

3. Save Customer:

   • Enter all the necessary details into the field, click Save customer to add the customer to your list.

4. Select Customer:

   • Once saved, the new customer will appear in your customer list. You can now select this customer when creating invoices or other transactions.