Step 1: Go to ‘Customers’ Page
Click ‘Customers’ on the menu dashboard and select the ‘Companies’ tab.
Step 2: Create ‘New Customer’
Click ‘New Customer’ tab to create new customer.
Step 3: Input Customer Info
Input customer info along with contact information.
Company Name, Email, and Phone number are required.
Mark if the customer is Tax exempt or input tax rate.
Step 4: Save Customer
Click 'Save' and now you're done creating your New Customer