In this section, we provide the steps involved in creating & managing customers.
Note: You are able to add customers while creating a new quote or invoice & do not need to go to the customer page.
To create a customer:
1) Press the green plus sign (+) to the bottom right of the page & press 'Create Customer'
2) Press each field to enter the customer's details & press 'Save' to add the customer.
Note: Only the name is the mandatory field that needs to be filled in to be able to proceed with adding the customer.
Note: To manage customers, press the 'Customers' button in the middle of the bottom menu to bring up the list. You will be able to edit & delete current customer details.