- Click Income
- Click My Customers
- Click Create Customer
- Enter the customer details.
Notes: Fields marked * are compulsory.
If the system does not have an appropriate heading for the customer, click + to add a new one and set it as default for this customer.
- Click Create Customer When complete
To edit a customer account click ACTION icon and select Edit.
The Delete option is present on customer accounts that have no transactions.
Otherwise a customer can be deactivated via the Edit option