Adding customers

Follow the steps given here to add a customer to hipages tradiecore.

  1. Select Customers from the navigation bar.

    Your customers list is displayed.

  2. Select Add .

    The new customer screen is displayed for you to enter customer information.

  3. Enter the following information for your customer in each row: 

    • Name - Enter your customer's first and last names.

    • Phone - Your customer's phone number.

    • Email - Your customer's email address. Your quotes and invoices will be sent to the address that you enter here.

  4. Next enter your customer's Billing Address by selecting the row.

    This displays the Billing Address screen.

  5. Enter the customer's address in the Search for an address row and select the relevant address from the displayed list.

  6. Optionally, you can also specify how you obtained the customer using the Source row.