{
  "product": "Quikpair",
  "module": {
    "slug": "customers",
    "title": "Customers"
  },
  "task": {
    "slug": "create",
    "title": "Add a customer",
    "question": "How to add a customer in Quikpair"
  },
  "url": "https://www.quikpair.com/how-to-use/customers/create/",
  "summary": "Create the record you will bill against.",
  "steps": [
    {
      "n": 1,
      "instruction": "Open Customers and tap Add Customer.",
      "controls": [
        "Add Customer"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/create-flow-1-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/create-flow-1-mobile.webp"
      }
    },
    {
      "n": 2,
      "instruction": "Switch on Business if you are billing a company — then enter the business name and VAT or GST number, with the contact person in the name field.",
      "controls": [
        "Phone"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/create-flow-2-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/create-flow-2-mobile.webp"
      }
    },
    {
      "n": 3,
      "instruction": "Enter the phone number with its country code, and an alternate number if there is one."
    },
    {
      "n": 4,
      "instruction": "Add email and address. Map Location pins them on a map — see Pin a customer on the map.",
      "controls": [
        "Map Location",
        "Credit Limit"
      ],
      "screenshot": {
        "desktop": "https://www.quikpair.com/screenshots/customers/create-flow-3-desktop.webp",
        "mobile": "https://www.quikpair.com/screenshots/customers/create-flow-3-mobile.webp"
      }
    },
    {
      "n": 5,
      "instruction": "Set a Credit Limit if you want a warning when they go over it — a sale past the limit warns but is not blocked."
    },
    {
      "n": 6,
      "instruction": "If there is money already outstanding, set the opening balance, whether it is receivable or payable, and the date it runs from."
    },
    {
      "n": 7,
      "instruction": "Add any notes, and save."
    }
  ],
  "notes": [
    "A business customer is listed under its business name; the contact person stays on the second line."
  ],
  "related": [
    {
      "module": "customers",
      "task": "map-location",
      "title": "Pin a customer on the map",
      "url": "https://www.quikpair.com/how-to-use/customers/map-location/"
    }
  ]
}