Login to dashboard click customers and on the left side there is a button New Customer.
- Permissions
What permission this customer will have in the customers portal. Example: if you turn off the support system the customer won't be able to use the support system. While in piping will be able to use it. - Billing & Shipping
This information is used for invoices/estimates. If your customer has a different shipping address for invoice you will need to populate the shipping fields which will be also auto included when creating a new invoice. - Advanced Options
Groups – Sort your customer into group after that you will be able also to generate reports by groups and see which customer groups is the most valuable.
Currency – If this currency is not the system default currency when you add estimate/invoice and select the customer the currency will be auto changed regarding to what is selected in this field. NOTE: You wont be able to change the custom currency if there are transactions found.
Language – If you have multiple languages you can easily change the customer language. So when the customer will login and have setup different language then the system default will be translated based on your translation for this language.
You can also choose if you want to send the Welcome client email template which is configured in Settings Menu -> Email Templates in clients part.