Go to “Customers” > “+ Add Customer”
At minimum you should provide Last Name, Street and Phone when adding new customer.
- Customer Id: Customer Id automatically assigned.
- First Name: First name of your customer.
- Last Name: Last name of your customer.
- Street: Street address of your customer.
- City: Customer’s city.
- Post: Customer’s post code.
- Country: Country of customer.
- Phone: Customer phone number.
- Email: Email of customer.
- Date of Birth: Customers date of birth.
- Credit Limit: Credit limit you have assigned to the customer.
- Effective Balance: Effective balance of your customer, you cant manually entry it, it will automatically populate.
- Outstanding: Current outstanding of your customer, you cant manually entry it, it will automatically populate.
- Marital Status: Marital status of your customer.
- Gender: Gender of your customer.
- Picture: Picture of your customer. To add the picture, click “Add Image” and browse the folder where the picture of customer is located and select the picture.
Video Tutorial: Add Customer.