How to add a new Customer

Add Customer

Learn how to add a new Customer to Garage Invoice system.

With Garage Invoice you can create Business or Individual customers and each customer can have unlimited vehicles assigned to him.

For each Customer you can also add Contacts with email address and telephone number.

Contacts are required if you wish to:

  • allow your customer to login to their Customer Portal
  • send Invoice/Quote emails, Appointment reminders, promotional emails etc

How to Create a Customer with a Contact

  • Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
  • Click ‘NEW CUSTOMER‘ button.
  • For Individual Customer:
    Fill in Address, Town, County and Post Code fields.
    Additionally, you can set Billing & Shipping address on ‘Billing & Shipping‘ tab.
  • For Business Customer:
    Fill in  Full Name or Company Name, Telephone, Address, Town, County and Post Code fields.
    Additionally, you can set Billing & Shipping address on ‘Billing & Shipping‘ tab.

    Click ‘SAVE AND CREATE CONTACT‘ button.
  • Add contact’s First and Last Name.
    Enter contact’s Email address and telephone number (internation format with +44 prefix).

    You can set this contact as a Primary Contact (if it’s a business customer), choose if you want to send welcome email and set password email to your customer (customer will receive email with a link and instructions how to login to their Customer Portal).

    Click ‘SAVE‘ button.

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