Add a New Customer

1. Open "Customers" from Accounting page.

2. Click "+Customer"

3. Click "Next Customer #" to generate customer number or enter customer number manually.

4. Enter "Bill To #" (will auto populate if Customer # is entered manually).

5. Enter company name.

6. Enter company address (zip/postal code is the only required address field).

7. Additional information fields optional. Click save once complete.