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+ Add Customer

Go to “Customers” > “+ Add Customer

At minimum you should provide Last NameStreet 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.

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