Customers

FINALBOOKS MOBILE APP HELP

How to Create Customers.

• Go to the MASTERS menu and select CUSTOMERS.

• Click the ADD NEW button in the top right of the page.
• Enter DISPLAY NAME AS ?.
• Select GSTIN TREATMENT.
• Enter GSTIN.
• Click ADDRESS INFO TAB in the top of the form.
• Select Address of the Customer.
• You can add other details such as their ADDRESS INFO, SHIPPING INFO, CONTACT INFO, PAYMENT INFO and OTHER INFO by navigating through the different tabs at the top of the form.
• After entering all the details, click SAVE.

There are a host of other actions that you can perform on a Customer in FinalBooks.

• View Customer.
• Edit Customer.
• Delete Customer.
• Dismiss Button.

In Action you can View Customer, Edit Customer and Delete Customer.