Online Help

Add a Customer

Follow these steps to add a new customer. If the customer ID, the email address, or the information in the notes matches an existing customer profile, an error occurs and the new profile cannot be added. This match prevents the creation of duplicate customer profiles,
  1. Choose
    Customers > Add New Customer
    .
  2. Select a customer name type from the following options:

    ADDITIONAL INFORMATION

    • Customer Name:
      click
      click or tap
      tap
       this option if the new customer is an individual person. This is the default option.
    • Company Name:
      click
      click or tap
      tap
       this option if the new customer is a company.
  3. Enter the customer information.

    ADDITIONAL INFORMATION

    • Enter the customer's name.
    • Enter the customer's email address.
  4. Click
    Add more details
     to enter optional information.

    ADDITIONAL INFORMATION

    • Enter the customer's ID. Use this field to store a customer ID from a CRM system.
    • Enter customer notes.
  5. Optional: Add the customer's payment information.
    1. Click
      Click or tap
      Tap
      Add Payment Method
      . The side panel for adding a payment method appears.
    2. Select the payment type, either credit/debit or bank account. This option is available only if you have signed up for the eCheck service.
    3. Enter the customer's payment information. Required fields are marked with an asterisk (*).
    4. Optional: for credit/debit payment information, check the box to perform a $0.00 credit card authorization on the customer's payment card.
    5. For credit/debit payment information, enter the customer's billing address information.
    6. Optional: check the box if the shipping address is the same as the billing address.
    7. Click
      Click or tap
      Tap
      Save
      to save the customer's payment information or choose
      Cancel
       to close the sidebar without saving the customer's information.
  6. Optionally, you can add the customer's shipping information.
    1. Click
      CLick or tap
      Tap
      Add Shipping Address
      . The side panel for adding a shipping address appears.
    2. Enter the customer's first name.
    3. Enter the customer's last name.
    4. Enter the customer's company name.
    5. Enter the customer's street address.
    6. Enter the customer's city.
    7. Enter the customer's state.
    8. Enter the customer's zipcode.
    9. Choose the customer's country/region.
    10. Enter the customer's phone number.
    11. Enter the customer's fax number.
    12. Click
      Click or tap
      Tap
      Save
       to save the customer's payment information or choose
      Cancel
       to close the sidebar without saving the customer's information.
  7. Click
    Click or tap
    Tap
    Save
     to add the customer to your account.