Adding Customers

Creating a New Customer

1. Go to Customers in the main navigation
2. Click Add Customer
3. Fill in the details:
   • Name — Business or individual name
   • Email — Primary contact email
   • Phone — Contact number
   • Address — Billing or site address
4. Click Save

Editing a Customer

1. Go to Customers
2. Click on the customer you want to edit
3. Click Edit in the top right
4. Make your changes
5. Click Save

Deleting a Customer

1. Open the customer record
2. Click Edit
3. Scroll to the bottom and click Delete Customer

Quick Add from Quote

When creating a quote, you can add a new customer on the fly:

1. In the customer field, type the new customer's name
2. Click Create new customer
3. Fill in their details
4. Continue with your quote