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New Customer (Basic)

New Customer (Basic)

A customer is a person or business who purchases goods or services from you. After adding an individual to your customer list they will be visible in the main customers page, from where you can also edit and delete customers. Once a customer has been added, their name can be selected, at point of sale, to be sold to.

Once inside the Customers module, tap the New Customer button located on the top right-hand corner of the screen.

Add New Customer (Customers)Add New Customer (Customers)

Tap on Individual to add a person.

Add New Customer (Customers)TintAdd New Customer (Customers)Add New Customer (Customers)

The basic layout only asks for a name, email and phone number. For further options, tap the Advanced Info button.

For advanced options, see here.

Add New Customer (Customers)TintAdd New Customer (Customers)Add New Customer (Customers)

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