Follow these steps to create a new customer on the platform:
Step 1: Log in to your account.
Step 2: Navigate to the Receivables page and click on Create. Then, choose New Customer.
Step 3: Fill in the details of your customer, whether it’s a company or an individual.
Step 4: Click on Create Customer to finalize the process.
And that’s it! Your new customer has been successfully added to the platform.