How to add a new Customer?

To add a new customer, go to the customers menu and click on the add customer button.



After clicking on New customer, you will find the form to fill out.

In “Customer Details” you will find the necessary fields to fill in for basic information about the customer to be added.

To add a category, click on the small blue (+) button.



In the Custom Fields tab, you can find additional information. You can change the name of these fields by clicking the pen and paper icon next to them.



Billing and Shipping – This information is used for invoices and estimates. If your customer has a different shipping address for the invoice, you will need to also fill in the shipping fields which will also be automatically included when creating a new invoice.