Creating a customer account

Creating a customer account

How to create a customer account / edit existing accounts
[Click Here] to download this guide as a PDF file


This guide will go through the steps to create a customer account and how to edit existing accounts.

  1. To begin, you need to go into the Sales > Customer Details menu.
            



  1. Click on the 'Add Customer' button.
            



  1. Fill in all the details you have for the customer, not everything needs to be filled in, you can come back later to add more information if required. You can expand the menus below to add further details for the customer.
            
Further details available when you expand the other menus

            




  1. Once you have saved a customer account, you can edit any existing customers, by going back into the Sales > Customer Details menu and searching/selecting a customer from the drop-down menu at the top.
            









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