Create Customer

When you create a new customer, you can easily manage all their key information.

General Information

In the “General tab“, you can input the customer’s name and contact information. For easier organization, you can also assign customers to a specific group, which is great for efficient searching or for creating documents in batches.

You can also set preferences that will be automatically applied whenever you create a document for this customer, including:

• Shipping and Payment Terms
• Item Categories
• Sales Discounts

Addresses and Shipping

Under the “Address tab“, you can enter the “Bill To” and “Ship To” addresses. You can also add up to three different shipping addresses for a single customer.