To add a new customer, please follow the simple instructions below:
1. Go to Customers, and select Add New Customer from the drop-down options.
If you see a question mark next to a field, you can click it to get more information about the field and what to enter.
2. Enter the customer’s details
Only First Name and Last Name are required. However, the more details you enter the more
comprehensive and useful your records will be.
3. When you are ready to save the new customer, press the Save and Continue button.
If you run an Online Store or using Invoicing Software, you need to enter customer's billing and shipping addresses.
4. Enter customer's billing and shipping addresses and then press the Add address button.
If you have any issues, please feel free to contact our Support Team.
How to find a customer