Customer accounts

Add and edit a customer

Save contacts for sales, invoices and follow-up.

1 min readUpdated
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Step by step

  1. Open Customers and choose the add-customer action.
  2. Enter Name and any phone, email and address details.
  3. Use Show advanced fields for customer type, tax ID and other available account details.
  4. Save the customer. Open their profile to edit details and review their transaction history.

Good to know

An email address on the sale is needed for receipt email output. Check the recipient before sharing documents.

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Available actions depend on your role, enabled modules and plan.

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