How to Add a Customer

What this does

Creates a customer record that can be attached to invoices, quotes, and credit notes.

When to use it

Add a customer before creating your first invoice for them. You can also add them inline when creating an invoice.

Step by step

1. Go to Customers in the Sales menu
2. Click New Customer
3. Enter the customer's name and email address
4. Optionally add their billing address and phone number
5. Click Save