Add 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 1 year ago

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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 1 year ago

Was this helpful?