• To create a customer click Sales> Customers> Customer List
  • Click create new and type in the name of the new customer.
  • Once the customer is created you can edit and add information about the customer.
  • Click update to keep your changes.
  • To add information about contacts go to the middle of the page and click add contact.
  • You can add names, emails, and phone numbers to your contacts.
  • To add address information scroll down to the address part of the screen and click add addresses.
  • You can select the type of address you are adding at the top of the screen.
  • Once you hit update on the bottom of the screen you will notice that address is now the bill to and ship to addresses. You can edit either of them if the bill to and ship tos are different.


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