Register a customer
Add a customer or supplier by entering a name and transaction type.
In this guide
- Open Add Customer
- Enter the required information
- Save and confirm
1. Open Add Customer
Open Customers from the bottom navigation and tap Add Customer.
2. Enter the required information
Customer name and transaction type are required. Add the business registration number, representative, business details, address, and contact information when needed.
When several customers have similar names, use their real business name consistently so they are easier to find later.
3. Save and confirm
Tap Save to add the customer to the list. You can then select the customer when recording a sale or purchase.