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Customers: How to Create Customers
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⤑ Knowledge Base ⤑
Sales Management
Customers: How to Create Customers
The following Steps describes you how to
Go to the Sales Part of Billing.
Then, click on Customers which leads you to new page as shown.
In this page, list of existing customers can be seen or one can filter out particular customer by selecting group and searching clients name.
Click on button to filter it.
Selected Customers details can be imported by clicking on button.
Selected Customers can be deleted by clicking on button.
New Customers can be created by clicking on button.
It leads you to new page as shown in figure below.
One need to fill up the required input fields and must select the customer group.
After filling up the required field to create it click on button else cancel.
To view, edit or delete the customer go to action part of that particular customer then click on them respectively.
You’ll get pdf form of balance confirmation and can view accounting ledgers clicking on them respectively.
Deposit & Transaction can be added by clicking on deposit & transaction on action and click on add transaction.
One must tick the enable.
Fill up every required input fields and then click on Create to create else Cancel.
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