Creating a customer

To start using erplain, we recommend that you create at least one customer in your contacts:

  • Click on the menu 'Contacts', then 'Customers', then '+ CREATE':

  • Enter your customer's information:

  • Add your customer's tags:

  • Enter your customer's default information such as Currency, Price Level, Sales tax:

  • Enter the address. You can add multiple addresses (billing, shipping,...) later by opening the customer profile:

  • Save

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.