There are three ways to create customers. They are:
a)
1. Go to the ‘Contact Book’ symbol on the right side of the top panel.
2. Click on contacts & then click on the ‘+ ‘ icon on the right. Once you click on it you will land on the Add Contact screen.
3. Select 'Single Contact' and select the contact type as 'Customer'.
4. Once you select the contact type you need to fill in details like name, phone no, email ID, bank details, etc.
5. Once you fill in these details click on ‘Save’ and the contact will be saved.
b)
1. Go to the ‘Sales’ section available on the left-side panel of the dashboard, and then click on ‘Customer’.
2. Then click on '+ Create' and select ‘Customer’ from the drop-down list. Once you click on it you will land on the Add Contact screen.
3. On the add contact screen Select 'Single Contact' and select the contact type as 'Customer'.
4. Once you select the contact type you need to fill in details like name, phone no, email ID, bank details, etc.
5. Once you fill in these details click on ‘Save’ and the contact will be saved.
c)
1. Go to ‘Payments' from the left-hand side panel and then click on ‘Collect’.
2. Click on the ‘Customer' tab.
3. Click on '+ Create' and select ‘New Customer’ from the drop-down list.
4. Once you click on it you get the add contact screen. In that screen use the default 'Single Contact' tab and select the contact type 'Customer'.
5. Next, fill in details like name, phone no, email id, bank details, etc.
6. Once you fill in these details, click on ‘Save’ and the contact will be saved.