Add a Customer

Adding a customer should be quick and accurate. A clean customer record is more useful than a large incomplete one.

What to collect first

Start with the details your business uses most:

• customer name
• contact number
• any other essential note your team needs

Add the customer

1. open the Customers section
2. create a new customer record
3. enter the key details clearly
4. check for duplicates before saving
5. save the customer profile

Best habit

If you are adding a customer during a busy billing period, keep the record simple. You can update extra details later when the counter is less busy.