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This video will walk you through the customer creation process in the Admin. Take a look!

How to Add Customers

Related Topics

How to Create and Manage Customers

How to Set Up and Use a Customer House Account

How to Enable and Use Customer Loyalty

How to Generate and Email an Invoice from a Sale

Frequently Asked Questions

Q: Do I have to use the Admin to add a new customer? What if I'm in the Register?

A: You can add new customers from the Register by entering their cell phone number in the Customer Mobile field in the Register, then click to Create New Customer.

Q: How can I see my customer balances for those I've given House Accounts?

A: You can see a list of all customers with that permission and their balances in the Admin by going to Reports. In the reports drop-list, open the House Account Report.

Q: If a customer is tax-exempt, how do I set that up properly?

A: This article can show you how to configure tax for a customer or business: How to Disable Tax for a Customer or Business

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087