Adding a new customer to your system is a straightforward task. Below, you’ll find a series of fields to fill out, ensuring that you capture essential details about your customer.

• Navigate to the customer section in your system.
• Look for the “+ Create Customer” button.
• Click on it to initiate the process of adding a new customer to the system.

Step 1| Customer Information:

• Enter the customer’s first name.
• Input the customer’s last name or surname.
• Select None, Male, Female, or Other.
• Provide the customer’s email address.
• Enter the customer’s mobile number.
• Input the customer’s phone number.
• Choose between Active and Inactive.
• Add the customer’s fax number if applicable.

Step 2| Company Information:

• Enter the name of the company.
• Input the Australian Business Number if applicable.
• Provide the company’s address.
• Add any additional address details.
• Choose the country from the available options.
• Input the company’s postal code.
• Enter the city or suburb.

Step 4| Set Password:

• Check to send a confirmation email to the customer.
  • Create a password for the customer.