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How to add a customer in JobSheet

· Updated

Steps

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

To bring in many contacts at once (including a Xero Contacts export), office staff can use Import CSV. See Import customers from a CSV file.

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.

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