How to Add Customer?

You can add customers in 2 ways;

  • From ‘Manage Customers’ Tab
  • While creating invoice

From ‘Manage Customers’ Tab:

  1. Navigate to Left Menu > Miscellaneous > Invoices
  2. Click Manage Customers > Add Customer
  3. Provide required details & click ‘Create’.

While Creating Invoice:

  1. Navigate to Left Menu > Miscellaneous > Invoices > Unbilled Time
  2. Select one or more Time Log Entries & click ‘Create Invoice’ 
  3. Click ‘Add New Invoice’ from the drop-down 
  4. Click Add New Customers’ from ‘Choose a Customer’ option  
  5. Provide required details & click ‘Create
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