Creating a customer (New version)

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

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