How to Add New Customer Contacts

FINSYNC helps you manage payments you request from your customers. You can designate your primary customer and also additional contacts associated with that customer.

Adding new customers and contacts is easy. Follow the steps outlined below:


1. Select Payments from the top menu.

2. Select Customers from the the menu on the left. All existing customers will display.

3. Select the "+" to the right of the Customers option on the left menu. You can also select the green New Customer button on the right side of the screen.

4. Enter the required fields in the sections for Info and Name and Address. Although you can proceed with just the customer's name, it is recommended to include the email address and to add all additional details in the Name and Address section. You can also add their industry and description in the Details section. 

5. After Selecting New Customer, enter the necessary information, including the Primary Contact information. Be sure to Save when complete.


Related articles: 

How to Edit Customer Profiles

Getting Started with Payments

Income & Invoicing Overview

How to add Vendors