Navigate to the Customers view
Customers view
Create Customer
Click the "New Customer" button on top right of view:
New Customer
Fill out the form:
Importing and Exporting Customers to Excel
Information on how to import and export customer information can be found in Importing from Excel (Items, Customers, Suppliers, Gift Cards)
New Feature
When you import and export customer data in version 15.1 you will also be able to manage customer loyalty
Example Customer Export:
Print Mailing Labels or Send and Email
Select one or more customers and click Mailing labels or Email. Mailing labels will print using Avery 5160 or Avery 8160 Address Labels
Select customers
Delete Customer
When you delete a customer the data is not actually deleted from the system but is set to inactive. you can contact our customer support to recover deleted customers.
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