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.
    Create a Customer
  3. Select New Customer.
    Create a 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.
    Create a Customer

Edit a Customer

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

FREE Quick Reference

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