We'll cover
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How can I add a customer?
How can I add an Individual customer who doesn't have a company?
How can I add a customer through Zapier?
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Here are some quick steps to add your customer :
Navigate to the Dashboard.
Click on the Customer module.
On the upper right corner of the page click on the New customer button.
Enter Primary Information, Client Address, Billing, and Shipping Details
Click Save
How can I add an Individual customer who doesn't have a company?
You need to follow the same step as above.
Note: Leave the company field blank
if you have any queries, contact [email protected]