Adding a customer

Updated

You can add a new customer at any time. When creating an invoice, click Add new customer in the customer section and fill in the details:
- Company name / Business ID or individual’s name
- Billing method (email or e-invoice)
- Add an email address or select an e-invoice address
- Address details and payment method
- Select Payment monitoring on/off

The saved customer is stored in the app’s memory, so next time you can select the customer directly from the list. Check the details carefully to ensure the invoice goes to the correct address.

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