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Add a customer or supplier

Create the account that invoices, bills, quotes and deals belong to.

Open ClockWork

Steps

  1. Click Quick create (the + at the top), then New account.
  2. Type the Account name, City, Primary email and Phone.
  3. Choose the Owner and Status (Lead or Active).
  4. Under Roles, tick Customer, Supplier or both.
  5. Click Save.

Good to know

  • All accounts are listed in Sales & CRM on the Accounts tab. Click one to see its invoices, deals and activity.

Related articles

Create an invoice Raise an invoice for a customer and print or save it as a PDF. ClockWork Track a deal from lead to sale Log an opportunity, quote it, and turn the accepted quote into a sales order. ClockWork

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