How to create a Customer

59 views November 3, 2016 March 8, 2018 admin_ordertron 0

Step 1: Go to CUSTOMERS.

Step 2: Click on Manage Customers.

Step 3: Click on Create Customer button.

Step 4: Enter Customer’s information on Create Customer page.

General Tab

Contact Information Tab

Billing & Shipping Address Tab

Setting Tab
Manage Customer’s notifications, invoice and shipping settings including delivery options in Setting Tab.

Step 5:

Click on Save button to save the record only without sending any email invite to your new customer.

Click on Save and Send Invite button to save and send an email invite to your new customer.

Send icon will disappear once Customer has accepted and successfully submitted their account information. If Customer has not received the email or deleted it accidentally, simply click on Send icon to resend the email.

You still have the option to change the Customer’s email until Customer has completed the setup.

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