Quick Guide: How to add a new Customer

Quick Guide: How to add a new Customer Simple steps to add your new customers. Sharon Mulligan

Setting up a new customer can be done in just a few short minutes.

Here's a quick 5 step guide on how you can set up your customer!

  1. To add a customer click on Companies on the left of your screen.

  2. Now click on the Customers tile.

  3. Click on the + New Customer to add a new customer.

  4. Fill in the customers details such as name, email address, currency etc, then click into each additional tab to add the Addresses, Contacts, Finance & Tax details.

  5. Click on Save.

Once your customer is added you can add transactions, Assign Bank accounts, view balances, add activities.

For more details on customer set up, such as editing a customer, check out this full article over in our help center!

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