How to Create a Customer in PracBill

1. Navigate to https://billing.pracbill.com.au/index.php

2. Click "Customers"

3. Click "Customers" in the sub-menu

4. Click "Create"

5. Click the "Company" field and add the Company Name

6. Click the "Trading Name" field and add the Trading Name (if required).

7. Click the "First Name" field and add a First Name.

8. Click the "Primary Address" field and add the customer's address

9. Once you begin typing, PracBill will automatically assist you to auto-complete the address field. Click the correct address.

10. Click the "Phone" field and the customers contact number

11. Click the "Email" field and add their email address (NOTE: This is important as this is where the invoices will be delivered to).

12. Click the "Call Rates" dropdown and changes the rate card (if required).

13. Click the 'Price Book' dropdown and adjust the Price Book if required.

14. Click the 'Save' button to save all changes