To create a new customer:

1. Go to Sales > Customers.

2. Click the Add New button on the upper right part of the page.

3. A pop-up modal will appear like in the picture below.

   STEP 1: Basic Information includes:

   1. Display Name
   2. Company Name (required)
   3. Website
   4. Select Type of Customer (required)
   5. Tax Rate (To create one, check this article: ————)
   6. Internal Note
   7. Parent Company - check “is a sub-company of” if the Customer has an associated company already existing in Hubshake.
   8. Customer No.
   9. Phone
   10. Email
   11. Currency
   12. Term

https://i.imgur.com/OWBAOem.png

1. Address Details can be added later.

   STEP 2: Address Details include:

   1. Name/Alias (required)
   2. Address Type - select type either Shipping or Billing
   3. Street
   4. City
   5. State/Province
   6. Postal / Zip
   7. Country

https://i.imgur.com/B4E6cHZ.png

1. After clicking next, you’ll be redirected to Step 3.

   STEP 3: Contact Details include:

   1. Title
   2. Salutation
   3. First Name
   4. Last Name
   5. Email
   6. Phone
   7. Mobile
   8. Contact Type - you can add a new contact type by clicking the Add button beside the said field.

https://i.imgur.com/9kq9Lxp.png

1. Lastly, you will be redirected to Step 4.

   STEP 4: Payment Card Details include:

   1. Cardholder name
   2. Card #
   3. Expiration Date
   4. CVC

https://i.imgur.com/JrZeAV9.png

1. After clicking the Finish button, the customer will be added to the Customers list. When the company name is searched, it must be seen.

https://i.imgur.com/O8rlQb6.png