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Add Your First Customer

Adding customers is the foundation of managing your business in Elona CRM. Once added, you can create invoices, track payments, and keep notes all in one place.

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) - Individual or business name
  • Phone - For follow-ups and reminders
  • Email - For sending invoices electronically
  • Company name (if B2B)
  • Address - For delivery or invoicing

4. Save​

Click Save to create the customer profile.

Tips​

  • Add a phone number - Makes payment follow-ups easier
  • Use notes - Record delivery preferences, discounts, or special instructions
  • Set company name - Creates cleaner invoices for business customers

What's Next?​

With a customer added, you're ready to create your first invoice.