Customers

P4 Books Cloud Accounting - Customers

Introduction - Customers

In P4 Books, you can add the customers you deal with in your business.

To create sales transactions such as invoices or sales orders, you will need to add customers to your organization. To create purchase transactions such as invoices and purchase orders, you will need to add vendors.

There are three ways to add customers in P4 Books:

• Create from the customer creation page

• Create from the sales quote screen

• Import customers/vendors

Create from the Customer Creation Page

To create a new customer:

• Go to Master Data > Sales > Customers.

• Click the + Data Entry button in the top right corner of the page and select New.

• Enter your customer's details.

• Select the currency they operate in. (USD unless you have added additional currencies).

• You can add other details such as billing address and shipping address.

• Once all details have been entered, they will be saved automatically.

---

Related: Quotes · Sales Orders