Add New Customer with Contact

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  1. Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
    You can also use a shortcut menu. Just click + symbol under the Customers shortcut and go to step 3 of this guide.
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  2. Click New Customer button.
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  3. Enter a Full Name (for an individual customer), or Company Name (for a business customer).
    Optionally, you can fill in Telephone number, Address, and assign this Customer to a Group.
    To create more Customer Groups, please see this guide: Add New Customer Group

    Note: Use Postcode Lookup to search for a full address. Just enter the postcode, click Postcode Lookup button, and select address from the list.

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  4. Click SAVE AND CREATE CONTACT
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  5. Fill in Contact details (First Name, Last Name and Email fields are required), select additional options, and click SAVE button.
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