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Add a customer

Starter and above · 1 min read · Updated 16 October 2026

What this does

A customer record lets you sell to a named person or business, and see what they owe you. For quick cash sales you can use the built-in Walk-in Customer instead.

Steps

  1. Open Customer, then All Customers.
  2. Click Add Customer.
  3. Enter the Customer name, Phone and Email.
  4. Click Save.

The full steps with pictures are in Customers.

What happens next

The customer appears in your list. You can pick them at the POS and on sales orders.