How do I add a new customer?

This article explains how to add details of new customers to whom you send invoices. If you're adding details for lots of customers, you may find it more efficient to do this by adding their details as a file import.

Adding a new customer from 'Manage Customers'

To add and manage customers, within the Invoicing module, select 'Manage Customers'. 

In the 'Manage Customers' screen, click 'Add New'. Then, enter the customer's details and click 'Submit'.

Importing details of several new customers

If you have multiple customers to add, you have the option to import their details. To do this, click 'Import' within the 'Manage Customers' screen.

This will take you to a pop-up where you can download the import template, add the details for all the new customers, and then upload the completed template to ExpensePlus.

The fields in the template are customer name (required), plus optional fields for customer address, contact name, contact email, contact number, and notes.

Adding a new customer when creating a new invoice

You can also add a new customer when creating an invoice.

If you're creating a new invoice, simply click the 'Add Customer' button on the 'Create Invoice' screen.

If you're creating an invoice from template, you can opt to add a new customer by clicking the link below the 'Invoice Customer' field. This will allow to you to add the new customer within the 'Manage Customers' screen.

To help you better understand the invoicing module as a whole, please visit the module overview page here.