How to add a new customer
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How to add a new customer. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Sales & Customers → Customers (Customers).
- Press New customer.
- Fill in Company name (the only required field), then Customer type, County, Payment terms, Credit limit, Account manager and the billing address.
- Press Save, then add people on the Contacts tab.
Tip
Owner / Administrator, Office Manager, Sales & Estimating and Accounts & Billing can create and edit customers.