Adding a New Customer

Modified on Fri, 4 Jul at 5:21 AM

To add a new customer, go to Settings (the cog on the top right next to your name). You will be taken to the General Page. Click on Customers and then Add Customer.



You will be taken to the New Customer screen.



Here you can add in the following details:

 

  • Image - Used to quickly identify the customer on your till screen

  • Name - The name of the customer (possibly company name)

  • First Name - The first name of the customer

  • Last Name - The last name of the customer

  • Email Address - The email address of the customer

  • Phone Number - The phone number of the customer

  • VAT Number - The VAT number of the customer

  • Physical Address - The physical address of the customer

 

Once all the relevant details have been added in, click Add.



You will be taken back to the Customers screen, and your customer will be added to your customer list.



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