Add a customer

Goal: Create a customer record so you can raise quotations, sales orders, and invoices.

Before you start

• You’ve completed your company setup.

Steps

1. Open the Customer list

In the sidebar, open Selling and select Customer, then + Add Customer. (Or the Customers shortcut on Paldo Home.)

2. Enter the customer’s details

Enter the Customer Name, set the Customer Type (Company or Individual), choose a Customer Group, and a Territory.

3. Add contact and address (recommended)

Add the billing address so it appears on invoices, and a contact (name, email, phone).

4. Save

Select Save.

You’re done when…

The customer appears in your Customer list and can be selected on a quotation, order, or invoice.

Related

• Add an item
• Create a quotation
• Create your first invoice