Home : Index : WinWeb Suite : Accounting : How To Invoice a New Customer

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    WinWeb Customer Care

    Customers will only appear in the Customer List in Invoicing once a transaction has been entered for them.

    If you want to invoice someone for the first time, there are two ways of doing so.

    From within the Invoicing application, hover your mouse over the green Start button and select the ‘Add New Customer’ option at the top. This will open a new window allowing you to fill in all the detail about this customer.

    Alternatively, you have the option of visiting the Cloud CRM module to add customers or import them directly from a .CSV file.

    Once the customer is added to your database you can select them from the dropdown ‘Customer’ menu option whenever you create an invoice.

    Should you have any questions or require any assistance contact Customer Care

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