Add new customers to your system with complete account information.
Adding a New Customer
Step 1: Open New Customer Form
Step 2: Enter Basic Information
| Field | Description | Required |
|-------|-------------|----------|
| Customer Name | Business or individual name | Yes |
| Account Type | Commercial, Residential, Government, etc. | Yes |
| Email | Primary contact email | Recommended |
| Phone | Primary contact number | Recommended |
Step 3: Add Billing Information
Step 4: Save Customer
Click Create Customer to save the new account.
After Creation
Once saved, you can: