Add a Customer

Adding a customer helps you keep their details, invoices, payments, and notes in one place.

Before you start

Make sure you have:

• The customer name (person or business)
• Phone number (recommended)
• Email (optional)
• Address (optional)

Steps

1. Open Customers

From the left menu, click Customers.

2. Click Add Customer

Click the Add Customer button (usually at the top right).

3. Enter customer details

Fill in what you have:

• Name (required)
• Phone
• Email
• Company name (if applicable)
• Address
• Any other fields you see (you can leave optional ones blank)

4. Save

Click Save to create the customer profile.

That's it — your customer is now added and ready for invoicing and tracking.

Tips (recommended)

• Add a phone number so you can follow up on payments quickly.
• Use notes to record important details (delivery preferences, discounts, special instructions).
• If you invoice businesses, set the company name for cleaner invoices.

Common issues

I don't see "Add Customer"

You may not have permission. Ask your admin to give you access to manage customers.

Duplicate customers

Use the search bar in Customers before adding a new one.