Adding a customer
Learn how to add a customer.
Last updated
Learn how to add a customer.
Last updated
To add a customer:
Click All customers in the left navigation. The Customers page appears.
Click the Add customer button at the top right of the page. The Add customer page appears.
Enter the required information. Note: You must select either Individual or Business as a customer Type. Otherwise, you will not be able to save that customer information and will be prompted to select a type.
Click Save at the top right of the page.
A green Customer added dialog box will appear at the screen's bottom left corner.
