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":

1. 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.
2. 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.
3. Continue filling in the other boxes in the window.

Published: June 19, 2017
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