Create a customer

The Add a New Customer section allows you to save customers so that you donโ€™t have to enter in their details each time. This will save you time and make the process of invoicing easier.

๐Ÿงญ Navigation Menu

Finance โžก๏ธ Sales โžก๏ธ Customers โžก๏ธ Add Customer

๐Ÿ“ Add Customer Form

create a customer form

Form Fields

  • โœ… The Customer is the name of your customer. This field is required.
  • โœ… You can also add separate addresses for Billing and Shipping purposes, or select โ€˜Same as billing addressโ€™ under the Shipping tab if there is no change.
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Pro Tip

You can move to the next input field by just hitting the TAB key.