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Customer Creation

You can use the Customers App to perform various actions on existing customers and create new ones.

Create customers

Tap the '+' on the home screen to create customers. You can fill in all the information required to make a customer on the following page.

Iphone screen
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To have the option to create business customers, the setting App:Customer:ShowCompany should be set with a value true. Once done, a checkbox will be visible Is business customer. Check the Companies chapter on Admin suite for more.

Customise Customer Creation

To customize the creation of customers, you can use user requirements. These user requirements can help you add or delete fields displayed during customer creation.