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New customers can be added from the Customer screen, which is accessed in two different ways.

Either access by pressing F6 or the Change Customer button on the transaction screen (front-end) or access from the back-end Customers icon.

 

 

Once you have access the Customer List screen, use the Add New Customer button to enter the Add New Customer dialog window. Then fill out the customer info fields in the bottom half of the screen.

Customers list can also be accessed from the back-end.

To view a more simplified version of the customer information section, use the Less Detail button to change detail modes.

Now simply enter your customer’s information into the simplified data fields and hit the Save button. To switch out of the simplified view, use the More button.

For U.S. and Canadian users, type in zip/postal code first, the city and state/province will be automatically filled in. Scan 2D barcode on driver’s license in the notes box, the name and address will be automatically filled in.

 

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