πŸ”ΉAdd a customer

To add a customer as a contact:

  • Go to Master --> Contact.

  • Select Add New Contact.

  • Enter the contact’s first and second name.

  • Under contact details, choose the contact type as Customer from the drop-down menu.

  • Enter your customer’s email, mobile number and other contact details.

  • Choose the currency used and fill in other invoicing details like Tax Registration Number(TRN) etc.

  • To verify your customer’s TRN, click on the Verify TRN option below. (Enter customer’s TRN and given security code to validate from the official site of Federal Tax Authority of UAE)

  • Click on Create. Click on Create and More to add another contact.

The customer will now appear in the list of contacts.

Last updated