Enter Customers

Click on Customers from the drop-down menu on the left side of the screen.  This will open the "Customer List" view so that you can see the list of customers.  To add a new customer, click on the “Add New” button located at the top right of the screen.

Customer List
Upon clicking the "Add New" button, you'll see a dialog (shown below) to allow you to enter the customer information. The name is the only required field. The account is only used if your accounting system has account numbers. If you are using QuickBooks, you don't need to worry about this.

If the "Account #" is left blank, the system assumes the customer is COD and will display "COD" on various screens. If you are using a system without an account number, you can copy the "Name" to the "Account #" field.
Add/Edit Customer
By clicking on the small “Add New” button at the bottom right of this form, you can add Customer Contacts.  Multiple contacts can be added for each customer.
Customer Contacts

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