Adding a customer

Learn how to add a customer.

To add a customer:

  1. Click All customers in the left navigation. The Customers page appears.

  2. Click the Add customer button at the top right of the page. The Add customer page appears.

  3. Enter the required information. Note: You are required to select either Individual or Business as a customer Type or you will not be able to save that customer information and will be prompted to select a type.

  4. Click Save at the top right of the page.

  5. A green Customer added dialog box will appear in the bottom left corner of the screen.

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