Add customers

In the New Customer screen, you can add information about your customers so that you can keep track of the individuals and companies for which you provide goods and services.

1. In the Customers screen,

   To open the Customers screen, click Customers in the navigation panel.

   For more information, see Customers.

   click New Customer.
2. Click Individual or Business.

3. Enter the customer information.

   Note: If you want to issue eInvoices or vouchers, certain fields are required. If any required customer information is missing, OnBalance will prompt you to complete those fields.

4. Click Save.

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