Customers & Vendors Setup
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Navigate to Customer Section:
From the dashboard, go to the Accounting tab in the main navigation menu.
Select Customer from the dropdown.
Add a New Customer:
In the Customer page, click the + Add New Customer button located at the top right.
Fill in Customer Details:
Provide the following information in the form:
Customer Name: Enter the name of the customer or company.
Email: Provide a valid email address for communication.
Phone Number: (Optional) Include a phone number for contact.
Address: Add the customer's billing or shipping address.
Payment Terms: Select the default payment terms for this customer (e.g., Net 30, Net 60).
Currency: Select the currency for transactions with this customer.
Tax Information: If applicable, enter the customer’s tax identification number.
Save the Customer:
After filling out all the details, click Save to create the customer profile.