Create a customer with Microsoft Invoicing

Each customer who you can send an invoice to must be registered as a customer card in the business apps. You can create a potential customer by adding them to your contacts in the business center. You can also create a customer directly in the Invoicing dashboard and we'll sync that customer as a contact in the business center.

Create a Customer

  1. Go to Invoicing.

  2. View Customer Totals.

  3. Select + New.

  4. Enter the customer information.

    Invoicing instructions

    Enter basic customer information, such as email, address, and tax information.

  5. Choose X to close the window (data is saved continuously).

  6. Your new customer shows up in your Contacts list and Customer list

Where is the Save button?

Microsoft Invoicing doesn’t have a save button. Instead, your changes are automatically saved when you make the change. 

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