Add a customer

Customers are created from a job or a quote, or from + Add. Only the display name is required. Add what you have:

• Billing name and contact name
• Email, billing email, mobile
• ABN (checked for a valid format, warned if odd, never blocked)
• Billing address
• Default payment terms in days
• Default deposit, percent or flat
• Preferred contact: email, SMS or phone

Recpt warns if a similar name or the same phone already exists, and lets you save anyway.