New customer

This is how you create a new customer in Conta

This is how you create a new customer in Conta

From the front page, click on the top left navigation menu. Click on CUSTOMERS, then click the NEW CUSTOMER button.

Several fields need to be filled out, and some are optional. If your customer has an ABN, it’s highly advisable to add this here. 

In addition to to the customer’s email address, you may also want to include CC addresses that will be included every time you create an invoice (can be overridden each time).

Furthermore, the “Fixed discount” field is useful if you want to give your customer precisely that: A fixed, percentage discount.

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