Customer Account 0.png

The following steps will guide administrators in creating a customer account for the purpose of invoicing

  1. From the Navigation bar, select Administration

  2. Select Customer Accounts from the drop-down list

  3. Click CREATE NEW

  4. Fill out the Name, Reference Code, Business ID, Department, Contact person, and notes. (Fill out all the necessary details required).

    Customer account1.png

  5. Turn on Active

  6. Click SAVE

Customer Account_0.png