Click on any image below to view it larger.
From your POS portal, click “CUSTOMERS” from the main menu.
Click “+ ADD NEW”.
Choose whether the customer is an individual or company.
Enter the customer’s first name, last name, email address, and any other contact information you have for them.
Enter their billing address and their communication address, if it’s different than their billing address.
If their billing address and communication address are the same, check the box beside “SAME AS BILLING ADDRESS”.