Customer records help you keep contact details with the sales and documents you create. Open Customers → Customers to search the list or add a new record.
Add a customer
- Choose Add customer.
- Enter the customer's name and the contact details requested by the form.
- Save the record and check that the details are correct.
You can also select Add customer while creating a sale, quote, or invoice. Confirm the phone number or email before sending a receipt or document.
Update or review a customer
Open the customer from the list to review or update their details and related activity. If you created a sale for the wrong person, check the sale's available actions before changing the customer record; updating a customer profile does not automatically reassign earlier transactions.
Keep customer information accurate and use it only to support your business relationship with that customer.
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