Creating a Customer in PracBill
In this guide, we’ll show you how to easily create a customer in PracBill.
See the step-by-step video here:
Step 1: Navigate to the Customer Creation page
To do this, just click Customers (on the right-hand side menu), and the Customers in the drop down menu. Then click the Create Button.
Step 2: Fill out the details for the new customer.
Although the amount of detail is completely up to you and your business, Important details to consider are
First and last name
Company Name (this will appear on the invoice)
ABN
Email Addresses (this is where the invoices will be emailed to)
Telephone contact details
Once you’ve completed all the relevant details, click Save at the bottom.
Now all you need to is to add some Services to bill.