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SB Express Help Center  /  Cash Receipting  /  How do I process payments

How do I add a new customer?

Updated on

Go to Cash Receipting > Cash Receipts

  1. Click Add New

 

  1. Enter User Password
  2. Double click Customer field to add new customer
  1. Click Add New
  1. Enter Address and Contact Info
  2. Click Save & Close

 

Finish the Cash Receipt entry, for instructions see How do I enter cash receipts?

If a customer is added during the transaction and then is canceled, the new customer information will be lost.

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