Create a new customer

How to create a new customer:

  • Step 1 -> Login

  • Step 2 -> From the left hand menu, navigate to "Customers".

  • Step 3 -> Select "New Customer" in the top right hand corner.

  • Step 4 -> Complete the required fields and optional fields as needed.

  • Step 5 -> Select "Save" at the bottom of the form.

You can also create a Customer from any transaction in the transaction list.

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