Customers & Vendors Setup

Creating a Customer

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.