3

Create Customer

Harry NZ

Last Update 4 miesiące temu

To create a customer, follow these steps:

  1. Navigate to the "Customers" section in your dashboard.
  2. Click on the "Add New" button.
  3. Fill in the required details, such as name, email, and contact information.
  4. Optionally, you can add additional information such as the customer's address or company details.
  5. Once all details are filled out, click "Save Changes" to create the customer.

This will add the customer to your system and allow you to send quotations, invoices, and track payments.

Was this article helpful?

0 out of 0 liked this article