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.

Step 1.


Navigate to Contacts > Customers.


customers

Step 2.


Click on the Add Customer button.

Step 3.


Fill in the details of the customer. The only required field is the customer name.