How to create a new customer

Lynn Varnell Updated by Lynn Varnell

How to create a Customer

  1. Sign in with your email and password
  2. From the left hand menu, navigate to "Customers".
  3. Select "New Customer" in the top right hand corner.
  4. Complete the required fields and optional fields as needed.
  5. Select "Save" at the bottom of the form.
You can also create a Customer from any transaction in the transaction list.

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How to create a new customer from a transaction

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