Create a Customer

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When you get a new customer, you’ll need to add them to the books before you can create an invoice.

  1. Under the Income tab, click Customers.

  2. Click Create Customer.

  3. Enter the customer information. Sales income is usually the correct income account, but if you want invoices to this customer to default to another income account, select it here.

  4. Choose the payment terms for this customer.

  5. Click Save.

You’ve just added a new customer to Monchilla. Next, you may wish to create an invoice for your new customer.

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