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Add Customer

Adding your first customer​

Setup document

  • After your document templates during signup, proceed to the next step.

  • You’ll be prompted to add your first customer to manage your transactions.

  • Click on Add your first Customer to begin.

In the add customer section, fill in your customer’s information, including name, contact details, business address (optional), email address and phone number.

Add customer

  • Review the entered details to ensure accuracy.

  • Click Save customer to add the customer to your Digit-Tally account.

  • Add your first customer to create invoices and manage transactions directly from the dashboard.