How to add a new customer, supplier, or product
Whenever you create a new invoice or expense, you’ll need to add details about customers, suppliers, and products.
With Debitoor invoicing software, you can create and save customers, suppliers, and products, so when you next create an invoice or expense, you don’t have to fill in this information manually.
If you already have a list, you can import your data in bulk. But if you’re starting from scratch or need to add entirely new customers, suppliers, or products, you can do this with just a couple of clicks. Here’s how.
How to create and save a new customer
- Click on ‘Contacts’
- Select ‘Customers’
- Click on ‘New Customer’
- Fill in the customer’s name, address, email, etc.
- Click on ‘Done’ to save the customer.
How to create and save a new supplier
- Click on ‘Contacts’
- Select ‘Suppliers’
- Click on ‘New Supplier’
- Fill in the supplier’s name, address, email, etc.
- Click on ‘Done’ to save the supplier.
How to create and save a new product
- Click on ‘Products’
- Click on ‘New Product’
- Fill in product name, price, VAT rate, etc.
- Click on ‘Done’ to save the product.
If you still have questions about adding new customers, suppliers, or products, we’re happy to help. Send an email to team@debitoor.com or drop us a message through the in-app chat.
