Adding customer information

Select Bill to? from the New Quote screen.

This displays the customer information screen.

If you are quoting for a repeat customer, select Search existing customers, to search for your previous customers.

The customer list is displayed.

Search for and select the customer that you want to quote for.

Select Bill to? from the New Quote screen.

This displays the customer information screen.

In the Name field enter the first and last name of your customer.

Enter your customer's contact number in the Phone field.

Note:

You must enter a Name and either a phone number or email address for a customer.

In the Email field enter the customer's email address.

The email address you enter here will be used for all communication with your customer. Your quotes and invoices will be sent to the email address that you specify.

In the Billing address field enter the customer's address.

Use the Source field to specify where you received the job lead from.

Select Add New to save the customer details in hipages tradiecore.