Adding Personal Accounts (Customers)

This article will guide you on how to add new customer accounts with all the details

From the main screen, go to Accounts > Personal Accounts (if this is the first time an account will be added, this section will be empty), then select the "+"(Add) button located at the top right corner of the screen.

The Personal Account section will open up, under the "Account Details" section select the Account Type, enter the Account Code, Credit Limit, Tax Settings and everything else in that section that you need to save under the account.

Continue entering the information under the "Personal Details" section, starting by the "General" tab info and then the "Address" tab info, and lastly by entering a Note (if it applies) under the "Note" section on the right hand side. Once you are done entering the info you would like to save, click on the "Save" button located at the top right corner of the screen.

You will see a "Service Message" letting you know that the information for this account has been saved. This means that the account was properly entered and saved with all the details entered.