How to Create a Customer in Biztory

Modified on Wed, 24 Apr 2024 at 02:00 PM

Why do you need to create a Customer?

By creating a customer profile, you store all their important details and this saves you time and avoid errors, since you won't need to re-enter information every time you create an invoice. Plus, in ensures your invoices are accurate and professional, with pre-filled details reducing typos and delays. 

How to Create a Customer? 

1. Click Sales and go to Customer

2. Click on Add New

3. Fill up the Form

3.1 If the customer's delivery info is the same as their billing info, enable delivery same as billing.

4. Once you're done, hit Save

How to choose the customer you created in your invoice?

1. Create a Sale Invoice, if you have no idea how to, click here ; 

How to create a Sale Invoice

2. In your Sale Invoice page, 

3. Choose the customer you've created in this form here.

4. Create your invoices like usual.

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