How to add a customer

Customer is anyone you might issue an invoice to, provide a service to, or sell a product to. Essentially, customers are where your income comes from. A Customer may be a business or an individual.

There are two ways to add a Customer in Go365:

Add a Customer from the customer listing

1. Click Sales in the left navigation of your screen.
2. Select Customers from the drop-down menu.
3. On the Customers screen, click Add a customer.
4. Enter your customer information.
5. Click Save.
6. You will see your new customer listed on screen. Click the down arrow icon to edit the customer's information or to delete the customer or to create an invoice or to send a statement

Add a Customer while creating an invoice:

1. From the 'Invoices' page, click Create an Invoice
2. Click on the customer field.
3. Select Create a new customer from the dropdown.
4. Enter your customer's information.
5. Click Save your newly created customer will now be added to your invoice, and will be saved in customer listing.