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Create new customer

  • Home
  • support Customer management
  • Create new customer

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"

image 32

Step 2:-  Enter the information and click "Save".

image 33

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

image 34

Option B: From "Contacts" option.

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

image 35

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.

image 36

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

image 37

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

Related posts

27 January 2017

Import data from customers, suppliers and products


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27 January 2017

Add new contact


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27 January 2017

Add new supplier


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Latest Blog Articles

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