How to add a customer in JobSheet

Steps

1. Sign in to your workspace.
2. Open Customers.
3. Choose New customer on the list (opens the add-customer form).
4. For a person: enter name, email, phone, and invoice address on one line if needed. Choose Add customer to save.
5. For a UK company: see Import a company from Companies House for the full import flow ( Company tab on the add-customer form).
6. Open the customer profile from the directory to add job sheets, notes, or attachments.

Tips

• The list button is New customer; the form submit button is Add customer.
• Link a person to an organisation customer when they work for a Ltd client you already hold.
• Invoice address on the profile is used on quotes and invoices later.

Related guides

• Import a company from Companies House
• Create a job sheet