• 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