You create a customer order by using the '+ Customer' located at the top of the webpage.

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General

You can create a single customer profile or a company profile with many contacts.

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Billing & Shipping Information

Add customer billing & shipping information

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Extra customer information

Here, you can add additional information about the customer that is necessary for your relationship with them!

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Public Profile

Before saving the customer information, using the checkbox, you can send your customer their 'Public Profile'. Once you save and/or update your customer with this box checked, they will receive a secure link to their profile detailing all of their past and current orders, as well as where they currently are in your workflow! Please note all emails associated with this customer will get notification of this profile. If you wish not to do this, then simply copy the profile link and send it from a separate message.

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Create Customer

Click 'Create Customer' to save your customer's profile.

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