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, click New Customer.
  2. Click Individual or Business.
  3. Enter the customer information.
  4. Click Save.

  1. Tap More > Customers >
  2. Enter the information.
  3. Tap Save.
  1. Tap More > Customers >
  2. Enter the information.
  3. Tap

The availability of some or all of these features depends on your OnBalance bundle.


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