How to create customer?

To create a customer, kindly follow the below steps:

# To create a customer manually, follow the below steps:  


Add require details:

  • Customer Name  
  • Customer Email  
  • Mobile Number  
  • Billing Address

Optional Details: (It's not compulsory)

  • Area  
  • Zip code  
  • Business URL  
  • Date of Birth  
  • Date to Anniversary  
  • Note

# To create customer from phone address book, follow the below steps:  

Tap on “Import from Address book”

Choose a contact

Enter the optional fields like area, pincode/zip, customer business website, note etc

Tap on " Save" button