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Add a Customer/Supplier

Features

How to use

Step 1

In the"My Companies" area, select the desired company.

Step 2

In the "Financial Management" tab, select the"Settings" option.

Step 3

In the menu on the left, select the"Customers and Suppliers" option.

Step 4

In this area, you will see a list of all the Customers and Suppliers associated with the chosen company.

Step 5

To add a new Customer or Supplier, simply click on"Add Customer/Supplier".

Step 6

Fill in all the necessary fields.

Step 7

Once all the fields have been filled in, click on the"Save" button and the Customer or Supplier will appear in the list.

Alternatively, you can import an Excel file with all your Customer or Supplier information and the data will be filled in automatically.

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