Help Center

Entering a Customer

Entering a customer

1. Click 'Customer', then click 'New Customer'.

2. Fill in the required fields 

 

 

Customer Name – the full name or company name of the customer.

Contact Name – when the customer is a company use this field for the name of a contact person at the company.

Phone – the customer’s phone number.

Fax – the the customer’s fax number.

Mobile – the customer’s email address.

Physical Address – the physical street address of the customer. Use the Find Address search box to help you find and fill in the physical address details. This address can be used as the address for jobs for this customer. The physical address fields can be left blank,

Postal Address – the postal address of the customer. Use the Find Address search box to help you find and fill in the postal address details. This address is printed on invoices and estimates.

Pricing Level – the pricing level to use for this customer. Pricing levels are used to calculate pricing for time and materials. This defaults to the customer pricing level. You can find out more about pricing levels here.

Default Invoice Due Date - the default invoice due date for this customer.

Document Theme - the theme to use when printing or emailing  invoices and quotes for this customer. You can find out more about document themes here.

 

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