Create a New Customer

To create a customer in the Invoice section:

1. Navigate to Dashboard > Collect Payments > Invoice.

2. Select the Customers tab.

3. Click New Customer at the top-right corner of the tab.

   The Add Customer pop-up page is displayed.

4. Enter the following details in the respective fields.

   • Customer Name
   • Email
   • Contact Number
   • GSTIN

5. Click Create Customer.

   The customer gets created and the Billing Address tab is displayed.

6. Enter the following details for the billing address:

   • Address (Address line 1 and Address line 2)
   • PIN Code
   • City
   • State
   • Country

7. Click Save & next.

   The Shipping Address tab is displayed.

8. Perform any of the following steps:
   • Select the Use same as Billing Address check box.
   • Enter the following details for the shipping address:
     • Address (Address line 1 and Address line 2)
     • PIN Code
     • City
     • State
     • Country
9. Click Save.