Adding a Customer (Easy Start)

Owned by Mark Jason Brumpton
Apr 22, 2017
2 min read

Used to add a Customer using the Easy Start Wizard

Whilst the Easy Start section presents simplified wizards for easy setup, we at Journease would recommend using the Lookup, Vehicles & Services and Action Screens tabs to do these tasks as greater detail can be added this way.

  1. Enter a name for the customer, this is how the customer will be listed in Journease
  2. Enter the address of the customer (minimum requirements are Main Address and Postcode)
  3. Enter contact information for this company
  4. If the Invoice Address is different from the main address then untick the tickbox on the right and enter the address and contact details where the invoice is to be sent.  If the tickbox is left ticked then invoices will be sent to the main address.

The lower half of this wizard refers to invoicing and billing.

  1. Customer known as  is the name given to this customer in your accounts package
  2. Terms of payment allows you to stipulate any conditions on when invoices will be sent to the customer
  3. Tick the relevant tickboxes to include additional charges and address details on your invoices
  4. Tick the last tickbox to automatically email proof of delivery to the customer as it happens

You can click the Cancel and Abandon New Customer at any time to exit the wizard without saving changes.  The Finish and Save New Customer will only activate when form input is started and is used to save the customer to Journease.