Add a customer
Create a customer profile for sales and credit history.
Last updated 13/08/2026
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/images/help/customers-credit/.Create a customer profile for sales and credit history.
The available actions depend on your role, permissions and current subscription plan.
Steps
- 1
Open Customers.
- 2
Select Add Customer.
- 3
Enter the customer's name and available contact information.
- 4
Save the customer profile.
Note
Available actions depend on your role, permissions, plan and current product configuration.
Still need help?
Contact support without placing account-sensitive information in the URL.
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