Create a Customer Record

Step-by-step instructions

1. 
   Step 1

   Open the Customers module and click Add Customer.

2. 
   Step 2

   In the Add Customer form, select the customer type: Individual or Organization.

3. 
   Step 3

   For this example, select Organization and enter the organization name.

4. 
   Step 4

   Enter the primary contact's first and last name.

5. 
   Step 5

   Enable the Is Customer toggle to mark this record as a customer.

6. 
   Step 6

   Enter the customer's address — start typing and select a match from the auto-complete suggestions.

7. 
   Step 7

   Review the details, then click Save to create the customer record.