How to add a customer in Quikpair

Create the record you will bill against.

Steps

  1. Open Customers and tap Add Customer.
    Add a customer, step 1, on a desktop browserAdd a customer, step 1, in the mobile app
    • 1 Add Customer
  2. 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.
    Add a customer, step 2, on a desktop browserAdd a customer, step 2, in the mobile app
    • 1 Phone
  3. Enter the phone number with its country code, and an alternate number if there is one.
  4. Add email and address. Map Location pins them on a map — see Pin a customer on the map.
    Add a customer, step 4, on a desktop browserAdd a customer, step 4, in the mobile app
    • 1 Map Location
    • 2 Credit Limit
  5. Set a Credit Limit if you want a warning when they go over it — a sale past the limit warns but is not blocked.
  6. If there is money already outstanding, set the opening balance, whether it is receivable or payable, and the date it runs from.
  7. Add any notes, and save.

Good to know

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