Every service, invoice and payment in PracBill hangs off a customer record. This page creates one and shows where to edit it later.
¶ Create a customer
- In the sidebar open Customers, then click Customers.
- Click Create.
- Enter the Company name. This is the name printed on invoices.
- Enter the contact's First Name and Last Name.
- Start typing the Primary Address and pick the match from the suggestions.
- Enter the Email address. Invoices are emailed here.
- Under Billing Details, choose the Call Rates card that prices this customer's calls.
- Choose a Price Book if you use them.
- Click Save. PracBill opens the new customer's page and shows its ID in the heading.
Also worth filling in: Trading Name (if it differs from the company name), ABN, Phone and Terms. Everything else can wait. See Customer details for what each field does.
Next: Create service types, then add a service to this customer.
¶ Edit a customer
- Type the customer's name or ID in the Search bar at the top of any page and pick them from the results.
- On the customer's page click Edit, change the details, then click Save.