Define customers that you will provide work for. Customers can declared as individuals (customers with a single address), or they can be a Company. Companies can have multiple contacts with specific roles and may have multiple sites
1. Click on 'Customers'
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2. Click on 'Create customer'
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3. Select a type of customer
Individual - typically a home address. Not a business organisation.
Company - Business organisations with potentially multiple sites
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4. Enter a name for the customer
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5. Enter a main contact email for the business
The contact email may be defined as the billable address.
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6. Enter a contact number
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7. Specify the 'bill to' label
This will appear on any invoices raised against jobs completed for this customer
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8. Enter the address details for the main site
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9. Enter the ABN of the Customer business
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10. Enter the primary contact details
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11. Make sure to specify contact role
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12. Include any useful notes
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13. Add other contacts as necessary
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14. Fill out their details in the same manner as the primary contact
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15. Register the primary site for the customer's business
This is typically the headquarters or main company building
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16. Add additional sites as needed
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17. Additional sites must have an addrss specified
These can't be marked "Same as billing address" like the primary site
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18. Click on 'Save'
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