Add a Customer
A customer can be added from Data > Customers or from a POS, Quote, or Work Order. Click on the + symbol to add a new customer.
In the banner of the Customer window, add the Customer # and Customer Name.
In the Details Tab, add contact information. If adding an email address and the customer would like to receive their receipt/invoice automatically, check the "Auto Email Tender Receipt" in the banner.
If the Finance tab is available, you can add a credit limit, sales pricing levels, require a PO for orders, etc. Note: not all tenants will have the same fields.
Click Save when complete.
Interactive Demo: Add a Customer
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