Customer Creation
Customer details are added in Zoho Books to store important information about your customers, like their name, contact info, and order history. This helps you manage sales, send invoices, and keep track of payments easily. Adding customer details makes it simple to stay organized and communicate with them.
Here are the steps for creating a customer:
Step 1: In the left navigation menu, click on “Sales” and select “Customers”.
Step 2. Click the “+ New” button to proceed to the next step.
The Customer Details form will open.
Note: The Global Enterprise is just an example. You can create customers according to your preferences and requirements.
Step 3. Fill Out the Customer Details Form and complete all the required fields.
Step 4. Select the customer’s name/Company name, Customer Email, customer Number, And Added customer company Details GSTIN, Location, Currencies, Payment terms, filled in all the customer information.
Step 5. Click “Save” Once you have filled in all the customer information.
After following these steps the customer is successfully
generated and shown on-screen above-mentioned image.
