Create a Customer

What this is for:
Customers are people or businesses you sell goods or services to.

Open Customers

1. From the left-hand menu, click Customers.

If Customers is not visible:

1. Click Customize (at the bottom of the menu)
2. Tick Customers
3. Click Update

Create a new customer

1. Click New Customer
2. Enter the Name of the customer
   • Example: ABC Trading Limited
3. Enter the Email address (optional but recommended)
4. Enter the Phone number (optional)
5. Enter the Billing address (optional)

Save the customer

1. Click Create

The customer will now appear in your customer list and can be selected when creating a sales invoice.

Notes

• Customer details can be edited at any time by opening the customer and clicking Edit.
• Adding an email address makes it easier to send invoices directly from Bookkeeper.