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How to create and edit a customer

 

ClosedCreate a customer

  1. From the main menu, click Customers.

  2. Click New.

  3. Complete the form with required information. See Customer details below.

  4. Click Save.

ClosedEdit a customer

  1. From the main menu, select Customers.

  2. Click the customer in the ID column to display the selected customer.

  3. Click the tab you want to view or edit. See Customer details below. The General tab is displayed by default.

  4. Save the changes.

ClosedCustomer details

  • General tab

    Field Description
    ID Customer ID.
    Full Name Full name of the customer.
    Short Name Short name of the customer.
    Contact

    Contact information of the customer.
    Phone

    Phone of the customer.
    Email Email of the customer.
    Description

    Description of the customer.

  • Account tab

    This tab displays the accounts that belong to the customer. For more information on accounts, see Accounts.

 

 

 

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