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- Click on Customer (sidebar menu)
- Enter the name of the customer in the search bar
- List of the customer(s) that match search criteria will appear
- Click on the name if you want to change or add customer details
- Click on Create Customer to add a new customer to the customer list
- Create new customer field will pop up
- Fill in the required boxes outlined in red
- Save button will be activated once all required fields are filled in
- Click on Save to save customer details