Customers > Creating a Customer on the Fly
Create a Customer "On the Fly"
You can add a customer "on
the fly" when you create
a sales invoice, create a sales order, create a sales quote, or when you're accepting
a customer deposit.
To add a customer "on the
fly":
- In the Sales window, in the Customer box (or in the Receipts window, in the Received From box), type the name
of the new customer and press TAB.
- Select a method
for adding the customer name:
- Continue. Return to the transaction window without adding this new customer to your company records.
- Quick
Add. Add just the customer's name to the record. You can always
add or change that customer's contact information after processing the
invoice or deposit.
- Full
Add. Enter a complete customer record.
- Continue filling in the other boxes in the window.
What do you want to do?
Add a Customer with the Setup Guide