How to Add a New Customer.
1. Access the Customer Management Section:
- Log in to your account and navigate to the Customer Management or Customers section.
2. Add a New Customer:
- Click on the "Add New Customer" or "New Customer" button to start the process.
3. Enter Customer Details:
- Customer Name: Enter the full name of the customer or the business name if it's a company.
- Email: Provide a valid email address for the customer, which will be used for communication and invoicing.
- Phone: Enter a contact phone number where the customer can be reached.
- Address: Fill in the customer's physical address, including street, city, state/province, and postal code.
- Business Number: If the customer is a business, enter their business registration number.
- Tax/VAT Number: Include the customer’s tax or VAT identification number if applicable.
4. Add Billing Information:
- Billing Information: Input details related to how the customer will be billed, such as payment terms or billing instructions.
5. Specify Location Details:
- Country: Select the customer’s country from the dropdown menu.
- Currency: Choose the currency in which the customer will be billed.
6. Save the Customer Information:
- Review all the entered details for accuracy.
- Click on the "Save" or "Submit" button to add the new customer to your system.
7. Confirmation:
- After saving, you should see a confirmation message or the new customer listed in your customer management section.
