How to Add Customers in EzyVoice
An overview of how to add and manage customer profiles in EzyVoice for invoicing and sales.
Bilal Naiyer
Last Update hace 6 meses
Accessing the Customers Section
- Log in to your EzyVoice account.
Navigate to Sale, then select Customers.
Click Add New Customers to continue.
Enter customer details:
Customer name
Email address
Phone number
Address
Business Number
Tax/Vat Number
Country
Currency
Click Save
- Customer has been added successfully.
Once saved, the customer will appear in your Customers list and can be selected when creating invoices, estimates, or recurring billing. You can edit or update customer details at any time as your business relationship evolves.