How to Add a Customer?

Sequence > Left Navigation Bar > Sales > Customers

1. Follow the above-mentioned workflow to land on the Customers grid.
2. Click the Add a Customer button located on the top-right corner. Doing so opens the Add a Customer window.
3. Here, select whether you want to add a person or a company as a customer using the respective tabs at the top.
4. Use the Name and Surname fields to record the name of the customer.
5. Enter the email address in the Email field.
6. Enter the address of the customer in the Address field.
7. Use the City field to record the name of the city.
8. Enter the country name in the Country field.
9. Use the Phone Number field to record the contact number of the customer.
10. Select the language of the document using the Document Language dropdown.
11. Use the Currency dropdown to select the currency.
12. Enter the tags you want to associate with the customer in the Tags field.
13. Once the required information is entered, click the Validate button.