Adding a new customer
To add a new customer, do the following –
- Click on the "Customers" tab.
- Click on the "Add Customer" button on the left side.
- Alternatively you can also click on the "Add Customer" link on the top right.
- Fill in the details for the fields; refer to the Add Customer - Reference Table below for details.
- Click on the "Save Customer" button to save the data.
Add Customer Reference Table:
| Field |
Description |
Additional Details |
| Customer Name |
The unique name to identify this customer. This can be the name of the organization that you are dealing with. |
This field is mandatory. |
 |
| Payment Terms |
The credit period that you allow this customer. |
If you don't find the appropriate value in the drop down, you can add the same in Invoice Preferences settings. |
| Contact Details |
Specify the details of the contact persons you have in this organization - salutation, first name, last name, email, phone no. |
You may have more than one contact; having at least one contact is mandatory. |
| Billing Address |
The billing address of the customer. |
|
| Shipping Address |
The address to which the goods have to be shipped. |
If the billing address and the shipping address are same, which holds good in most of the cases, you can ignore these fields. |
For any other queries or information, feel free to contact us any time at support at zohoinvoice dot com
