How to add a customer + how to add a customer as a company

How to create a customer, who is a business/company

Note: This article is in 2x sections. 

1. Creating a business customer from scratch
2. Updating a previous customer to include their business details

 

1. Creating a business customer from scratch

2. Click the dashboard link
3. Add the contact details
4. Select the tick box "Is customer a company?"
5. Add the company details.
6. Click the green "Create customer" Button

 

1. Updating a previous customer to include their business details

2. Use the search bar to find the customer you want to add business details to. How to find a customer.
3. Click on the "Edit Link" next to the customer name
4. Click the tick box "Is the customer a company".
5. Add the company details.
6. Click update contact.