Learn how to:

• Add a customer.
• Edit a customer record.
• Delete a customer.

Add a customer

To add a customer, do the following:

1. Click Sales > Customers in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the Customers page, click the Create Customer button (3 below). A New Customer form will open in a modal window.
   
   
   
   
3. Enter customer contact information. Name is the only required field (4 below). Name can be either the customer's company name or the first and last name.
   
   
   
   
4. Enter the customer's email address (5 above) that will be used to email invoices.
   
   
5. Click the Add address link (6 above) to add a mailing address.
   
   
6. Click Save (7 above).

Edit a customer record

To edit a customer record, do the following:

1. Click Sales > Customers in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the customer's company name (3 above).
   
   
3. On the customer transaction history page, click the edit icon (4 below).
   
   
   
   
   
4. Edit the customer details and click Save (5 below).
   
   

Delete a customer

There are two ways to delete a customer: while viewing all customers and while viewing a customer's transaction history.

Delete a customer while viewing all customers

1. Click Sales > Customers in Flare's main menu (1 and 2 below).
   
   
   
   
2. Check the checkbox next the customer you wish to delete (3 above).
   
   
3. Click the delete icon (4 above).

Delete a customer while viewing a customer's transaction history

1. Click Sales > Customers in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the customer company name to view the vendor's transaction history (3).
   
   
3. In the active customer record (the right side) click the delete icon (4 below).