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Web Dashboard: How Do I Create a Customer?

There are two ways to create a new customer on the Web Dashboard:

 

 

From the Customers View:

 

1. From your computer, log into the Web Dashboard.

Screen_Shot_2017-07-10_at_11.08.28_AM.png

 

2. Click on Customers. 

Screen_Shot_2018-04-17_at_3.47.59_PM.png

 

3. Click on New. 

Screen_Shot_2018-04-17_at_3.48.13_PM.png

 

4. Enter customer information and Save. 

Screen_Shot_2018-04-17_at_3.49.42_PM.png

 

5. The customer has been added. 

Screen_Shot_2018-04-17_at_3.49.52_PM.png

 

  

From an Invoice:

1. From your computer, log into the Web Dashboard.

Screen_Shot_2017-07-10_at_11.08.28_AM.png

 

2. Click Invoices.

Screen_Shot_2018-04-17_at_4.14.50_PM.png

 

3. Click on New Invoice. 

Screen_Shot_2018-04-17_at_4.12.35_PM.png

 

 

4. Enter New Customer details. 

Screen_Shot_2018-04-17_at_3.59.39_PM.png

 

 

5. Enter the invoice information and press Save.

Screen_Shot_2018-04-17_at_4.01.50_PM.png

 

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4 Comments

  • 0
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    Andrew Evans

    Awesome!

  • 0
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    Oscar Campos

    hello I already work with this new application, I need to know how can  I add more costumer?

  • 0
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    Oscar Campos

    hw can i add more costumers cause i only let me add like 7 costumers how can i do add more than that ??

  • 0
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    InvoiceASAP Tech Team

    Hi Oscar,

    We do not have anything in the app that limits you to the number of customers you can create.

    Are you getting an error message?

    If you would please submit a support ticket with as much information as possible, we will take a look and see what is going on.

    Kind regards,

    Anne

    Anne H. Maxwell, CTO

    invoiceASAP

    support@invoiceasap.zendesk.com

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