Create Customer or Supplier

Navigate to the Customers/Suppliers tab and click on the Add New Customer or Supplier button.

• Name & Address fields: Information entered here appears on the customer invoices and credit notes.

• Email: address used when emailing an invoice or credit note.

• Customer/Supplier checkboxes: Indicate whether the details belong to a Customer or a Supplier thus determining which transactions can be processed against this account. Ticking both checkboxes is possible.

The remaining fields are for information only.

Click the Save button to create the new Customer/Supplier

Customers and suppliers can also be created during invoice and credit note entry by clicking on the '+' sign next to the relevant drop down list