Whichever way works best for you, you can do it that way.
What I recommend is looking up the customer first to make sure we are not creating a duplicate profile/to make sure we are keeping the customer record all together.
In this guide I will show you how to search for the customer first and then proceed to adding them (Option 3 above)
Adding a Customer into Talech
Start by going to the customers tab on the left hand side.
Next you will search for your customer using the search bar at the top of the customer list.
Assuming you get no results for a match, select the + New Customer button in the top right hand corner.
You should now be on the New Customer screen where you will fill in the customers information.
This includes the following information:
First name
Last name
Email
Cell phone
After you select Create Customer, you are redirected to their customer profile and are ready to start the next phase of sending a customer an invoice.
