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