Overview
Customer accounts can be added and modified at anytime. There is no limit to the amount of customer account that can be added.
To setup new customers within the system, follow the steps below:
Go to Setup > Customers.
Click on the green "Add Customer" button.
This page also allows viewing, editing, deleting or inactivating customers by using the options under the actions column.
Customers with transactions cannot be deleted from the system.
When adding a new customer, Under the "Basic" tab,the company's general information can be added, as well as other information such as the credit limit, payment method salesperson, terms, etc.
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