Create New Customer Screen

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Creating a New Customer

By clicking the [Create New Customer] button on the “Create New Order” screen, you can create new customer, rather than having to enter the customer information in the “Leads”, “Contacts”, or “Accounts” sections.

Enter the customer’s contact information and billing information. If you un-check the "Same as Billing" box you can enter a separate shipping address. You can select the credit card type and enter the credit card number or leave the number blank if you do not wish to add a credit card. Click the [Save Customer and Continue] button to store the customer and return to the Finalize Order Screen.

Clicking the [Return to Order] button will take you back to the Create New Order screen without adding the customer to your database.