HOW TO ADD CUSTOMER INFORMATION

HOW TO ADD CUSTOMER INFORMATION

User can add new Customer information at any given time.

  • Click on 'Customer/Payee' menu and the select 'Add Customer' submenu
  • 2.ChequePRO uses the list to hold information about the companies or individuals to whom you collect your receivables.

    Note: Share with all company : The system could be able to handle more than one company and this option is allowing to share the details of this customer among all the companies

  • In the customer name, enter the name of the customer.
  • Enter the address, contact numbers and email address fields
  • Click on 'ADD' Button.
  • Click on 'OK' for the confirmation message.
  • Note: Customer list can also be imported to the excel.

    See also