Adding new customers

It's easy to create new customers in

4 steps to create a new customer

  1. Click Customers in the left navigation pane
  2. Click +Customer
  3. Enter customer's information
  4. Click Save

Things to know

  • When adding several customers, click the green arrow and click "Save & New Customer" to create another new customer.

Steps with Helpful Images

  1. Click Customers in the left navigation pane
    Nav to customers
  2. Click +Customer
    +customer button
    • Or click Add your first customer
      Customer zero state
      • Clicking import your customers will:
        • redirect to the sync setup page if an accounting software we integrate was selected for the account
        • redirect to our Import/Export tool to import the customer list via .CSV from an accounting software we do not integrate with
  3. Enter customer details
  4. Click Save
    Receivables - Customer Management - Adding new customers - Customer details