Add Customers

In addition to importing your customer list from your AccountEdge® or Quickbooks Online® file, or Xero, there are two additional ways to add customers to the list:

From the Customer tab:

  • Click the + button above the customer list on left-hand side of window
  • Add customer information
  • Click Save when complete


From the Payments tab

  • While creating a Payment Stream
  • Click the link below the customer list to add (create) a new customer