How can I add a customer?

 

We'll cover

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  1. How can I add a customer?

  2. How can I add an Individual customer who doesn't have a company?

  3. How can I add a customer through Zapier? [Coming soon]

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Here are some quick steps to add your customer :

  • Navigate to the Dashboard.

  • Click on Customer module.

  • On the upper right corner of the page click on 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 at support@clientjoy.io