Add a customer

Save a customer once and you can book jobs and send invoices to them from then on.

Steps

1. Open Customers and choose Add customer.
2. Fill in First name, Surname, Email and Phone.
3. Under MOT reminder emails, ask the customer and choose Agreed or Declined. Leave it as Not Asked if you haven't asked.
4. If you have their address, fill in the boxes under Address (optional).
5. Choose Save customer.

Good to know

• Every customer needs an email address and a phone number. The phone number must be a valid UK number, or start with + and the country code.
• Two customers can't share an email address. If it's already in use, you're told straight away.
• You can also add a customer while you're booking a job, without leaving the job.
• An address is only needed for larger invoices if you're VAT registered. You'll see a reminder when it matters.

Related

• Record if a customer wants MOT reminders
• Book a job for a customer
• Edit a customer