A new customer record can be created on the Customers tab OR when editing an invoice or quote.


To add a new customer on the Customers tab, first select the tab as shown in the picture below.


Then press the New button to create a new customer record.




When a new record is created, a default name is given to the customer, e.g. Customer1, Customer2 and a new, unique Customer ID is assigned. Edit the customer name and details as desired. All edits will be automatically saved.


See Also


Editing a Customer Record