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.

  1. Enter the following details in the respective fields.

    • Customer Name
    • Email
    • Contact Number
    • GSTIN
  2. Click Create Customer.

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

  1. Enter the following details for the billing address:

    • Address (Address line 1 and Address line 2)
    • PIN Code
    • City
    • State
    • Country
  2. Click Save & next.

    The Shipping Address tab is displayed.

  1. 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
  2. Click Save.