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.


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.

Technical support is available from Monday to Friday, 9 - 5.

How to contact support within Clear Books

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