Steps for adding a new Customer.

  1. Click on Customer from the sidebar.

  2. Click on Add New button.

  3. Enter Customer details e.g. Customer’s Name, Number, Email address, Opening Balance, and Customer specific Code if needed.

  4. Click on the Save button to add the new Customer.

Note: you can use the Search Bar to search for any Customer.

Note: you can Delete or Edit any Customer by clicking on the Delete/ Edit button right after the Edit button.