Customer Add or Edit |
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Go to Customer > Lookup and click on the Add New Customer button or select New Customer from the main menu.
You can also import customers from a CSV file.
Watch the video: Creating Customers - Tutorial
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Note: To force the use of cash, use the Suspended (for invoices) and Cash (for credit notes) in conjunction.
Edit Restricted (You can see the fields but you can't edit it).
Fields like Active, Cash client, Suspended, VAT type, Credit limit, Discount, Interest, etc. will display, but you won't be able to edit the fields.
