Customers

How to create a new customer from a transaction

How to create a new customer from an existing transaction. Login. From the left hand menu, navigate to "Transactions". By default the most recent transactions will be listed. You can also search by D…

Lynn Varnell
Updated 3 months ago by Lynn Varnell

How to create a new customer

How to create a Customer. Login. From the left hand menu, navigate to "Customers". Select "New Customer" in the top right hand corner. Complete the required fields and optional fields as needed. Sele…

Lynn Varnell
Updated 3 months ago by Lynn Varnell

Contact