Create customers

Customer Management

Create a Customer

1. Navigate to Customers > All Customers.

   

2. In the ribbon, click Customer > New.

   

3. Set Record Type to Person (e.g. for Work cover) or Organisation (e.g. for a Nursing Home).
4. Enter all other details (as required).
5. Click Save and Open > Customer.
6. In the Customer Account window, click Edit (in the ribbon).
7. Set the relevant Address Book (stores).
8. Close the window to save your changes.

Related Topics

• Account transactions
• Account payments