Step 1
From the Create Invoice page, select Add new Customer.
Step 2
Add Customer fields will appear on slide-out modal.
Step 3
Enter the required fields based on the customer type.
Step 4
Select Add new customer.
A message will be displayed when adding a customer record is successful.
Step 5
Select OK.
NOTE: You will see that the added customer’s details will show on the Customer Details section.
Step 6
Select Save Invoice, or continue creating a New One-Time Invoice.