How to create a new customer?

Created by Shaikh Mudassir Khalid, Modified on Fri, 21 Jun at 9:26 AM by Abdur Rahman

Click on the option ‘Finance’ from the left navigation bar.
Click on the option ‘Customer Rates’.
Click on the button ‘Create New Customer’.
Locate the section ‘Create A Customer’.
Fill out the required details in this section.
Locate the field ‘Con Note Fee $’. Enter the desired value.
Locate the field ‘Fuel Levy %’. Enter the desired value.
Locate the field ‘Fuel Levy Grouping’ and ‘Minimum Charge $’. Select and enter the desired value.
Locate the fields ‘Invoice Line Template’ and ‘Job Line Item Description Template’. Enter the desired details in the fields.
Locate the section ‘No third party accounting connection’. Fill out the required details in this section.
Locate the section ‘Default Leg Rates’. Fill out the required details in this section.
Locate the section ‘Customer Additional Charges’. If required, fill out the details in this section.
Select a portal from the top left section of the screen. By selecting a portal, they are provided visibility of jobs with this customer applied.
Click on the button ‘CREATE CUSTOMER’ to create a customer.
Please see the attached screenshot and video for your reference.

Video Demonstration:
https://share.zight.com/z8uo4BBl