How to add a new customer
Modified on: Tue, 28 Nov, 2023 at 4:25 PM
There are options to add new customers when explaining a receipt on a bank statement or creating an invoice, however, the guide below explains how to create a customer from the contacts menu.
Customers can also be created in bulk by importing customer details from a CSV file.
Navigate to Contacts > Customers.
Click on the Add Customer button.
Fill in the details of the customer. The only required field is the customer name.
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