Welcome to The PRO Learning Center! In this guide, we’ll walk you through the steps to create a new customer in PRO Software, ensuring all essential details are added for smooth transactions and record-keeping.
Step 1: Access the Customer Creation Tool
- From the main dashboard, click "Sales."
- Select "Create."
- Click "Create and Edit" to open a new customer entry window.
💡 Tip: When selecting the customer dropdown, the Create and Edit option will appear for quick entry.
Step 2: Enter Customer Details
Complete as much information as possible to ensure accuracy. You can add:
✅ Customer Type: Individual or Company
✅ Name (Be as specific as possible)
✅ Address (Google Maps-powered)
✅ Phone & Email
✅ Invoice Delivery Method
✅ Automatic Charge & Monthly Statement Options
Once you've filled in the necessary fields, click SAVE to finalize the entry.
Step 3: Add Billing Information
Since billing details may differ from customer contact information, be sure to complete the following fields:
✔ Company Contact
✔ Billing Contact Phone & Email
✔ Tax Status / Exemptions / Tax ID
✔ Credit Limit (for internal billing notes)
💡 Tip: Some fields (marked with green arrows in PRO) are optional but can help with future invoicing and accounting.
Final Steps
After completing these steps, your new customer is now in the system and ready for transactions!