Skip to main content

Quick Add Customers to Sales

Aaron Levy avatar
Written by Aaron Levy
Updated over a month ago

To add a new customer during a sale, follow the steps below:

  1. From the left menu, click Sales.

  2. In the Sales tab, locate the Customer field.

  3. Fill out the required customer details, then click Save.

Note: If needed, add or update additional customer information, then click Save again to confirm.

Did this answer your question?