Create new customer

Posted13 September 2024

Updated24 September 2024

Byinvoiceoffice_admin

If you are going to work with a new client, it is useful to add the new data. This can also be done in different ways.

Option A:- From “Invoice”.

Step 1:- Open Invoice>>Customer>>“Create a customer”

Step 2:- Enter the information and click “Save”.

4. Back on the invoice you will now see all the details of the Customer.

Option B: From “Contacts” option.

Step 1:- Go to dashboard, click “Contacts >>> Customers”.

Step 2:- Here you can see the customers who are already in your contacts . Now click on “Create customer” in the top right corner to add a new customer.

Step 3:- Is your customer a private person and not a company? Then switch to “Client is the person” and fill in all data.

Step 4:- After fill the form, click on “Save”. Now you will be able to see added customer in your documents.

How to create Invoice? https://invoiceoffice.com/how-to-create-invoice/

How to create quote? https://invoiceoffice.com/create-quotes/

How to create packing note? https://invoiceoffice.com/create-packing-notes/

How to create order confirmation? https://invoiceoffice.com/how-to-create-order-confirmation/

If you have any query, please contact us at https://app.invoiceoffice.com/helpdeskDashboard

How does the viewer status icon work with sent emails? please check the link https://invoiceoffice.com/how-viewer-status-icon-work-with-sent-emails/

If you have any query, please contact us at https://app.invoiceoffice.com/helpdeskDashboard

FAQ

Create new customer