How do I create a customer in CleanCalculator?

Here you can learn how to create new customers in CleanCalculator.

How to create a customer in CleanCalculator

Go to Customers

Click on Create new customer

Fill in the Name, Address, and Contact information

Please use line breaks when entering the address

NOTE:

It is important that the customer address is added with a line break, as shown below.

By doing so, the address will be included correctly in generated documents.

Scroll down the page, and fill in the relevant information

Add Notes about the customer and the offer, for your own usage.

Click on Create to save the customer