Create and Edit a Customer

You can create customers for any person or organization with whom you do business.

Create a Customer

1. Click Sales.
2. Click Customers.
   
3. Select New Customer.
   
4. Enter the First name, Last name, and/or Company name.
5. (Optional) Enter any contact information.
6. (Optional) Enter a Billing address.
7. (Optional) Click the tabs and enter any additional information.
8. Click Save.
   

Edit a Customer

1. Find and click the customer you want to edit.
2. Click Edit.
   
3. Make changes.
4. Click Save when you're finished.