Creating a Customer
Add a new customer to your system so you can reference them in sales orders, invoices, and other selling transactions.1
Open the Customer list
Navigate to Selling > Customer. The customer list view will open, showing all existing customers.
2
Start a new customer record
Click the Create button to open a blank customer form.
3
Enter the customer's name
In the Customer Name field, enter the full name of the customer.
4
Enter the customer's email address
In the Email field, enter the customer’s email address.
5
Save the customer record
Click Submit to save the new customer. A success notification will confirm that the record has been created.
Customer Name is a required field. You will not be able to save the record without it.