How to Add Customers on Swipe

How to Add Customers on Swipe

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1 min read

Step 1: Go to Customers and select Add customer.

You can add a new customer on Swipe while creating an invoice.

Add customers in Swipe

Add customer steps

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Step 2: Fill Details of the customer**

Here, enter the customer's name, Phone number, and Email.

add customers details

Step 3: Fill other details

Fill in other details like company name, GST number and billing address & shipping details.

add customers billing details

Click the check box if the shipping address is same as the billing address or enter the details.

add customer copy shipping

You can always edit or add more details later.

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Step 4: Click SAVE customer**

Once you're finished entering in the customer's information, click add customer.

The customer is now successfully added to your records on Swipe

add customer to Swipe

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