Add New Customer
Steps to Add
- Go to Customers > Add Customer
- Enter customer name (required)
- Enter phone number and email
- Enter full address
- Optional: Enter tax number
- Optional: Set customer price category
- Save
Additional Data
- Customer Category: (Retail, Wholesale, VIP)
- Credit Limit: Maximum amount they can owe
- Payment Terms: Default invoice payment period
- Notes: Any additional customer information