How to Add Customers

#Purpose

To add a new customer to the system with the required details.

#Step 1: Go to Contacts.

#Step 2: Select Customers.

#Step 3: Click + Add.

Before adding a customer, ensure that the customer does not already exist in the system.

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#Step 4: Select customer type Individual or Bussiness.

#Step 5: Enter Customer Information

Fields marked with a red asterisk (*) are required and must be completed.

#Step 6: Click Save.

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