<aside> 💡 Create a new customer while creating an Estimate, Sales Order, or Invoice. Created customers from these sales transactions will also be added in the customer list.

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Subheadings:

• Add a new customer directly from Estimates
• Add a new customer directly from Sales Order
• Add a new customer directly from Invoice

Add a new customer directly from Estimates

Note: Make sure to be in a specific branch mode to add a new Estimate.

1. Go to Sales > Estimates > click the Add New button.
2. Under the Customer Details > Customer field, click the Add button.

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

1. A modal pop-up will appear to be filled in.

For more specific explanations of the unique fields, check this article: Add a New Customer

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

1. After completing the form, the Display Name of the newly added Customer will display on the Customer field.

https://i.imgur.com/zQ2lVF1.png