Adding customers

Add a customer

  1. Navigate to the Customers page.

  2. Click Add New.

  3. Complete the Create Customer Account fields based on the information provided in the following table.

    Element Description

    Company Name

    The name of the company.

    Address 1, 2, 3

    The street address of the company.

    City

    The city in which the company resides.

    Postal Code

    The company’s postal code.

    State

    The state or province in which the company resides.

    Country

    The country in which the company resides.

  4. Click Save.