Setting up a new customer in PRO Software is a straightforward process that allows you to efficiently manage customer details, billing preferences, and invoicing methods. Follow the steps below to add a new customer to the system.
Steps to Create a New Customer
- Navigate to the Sales Module
- From the main dashboard, click "Sales".
- Click "Create"
- Select the option to create a new customer.
- Choose "Create and Edit"
- This will open a new window where you can enter customer details.
📌 Note: When you click the customer dropdown, you’ll see the "Create and Edit" option.
Entering Customer Details
Complete as much information as possible before saving. While not all customers require every field, being specific ensures smoother processing later.
- Individual or Company Name
- Address (Google Maps-powered for accuracy)
- Phone Number
- Send Invoice Method
- Automatic Charge Options
- Monthly Statement Options
Once all details are entered, click SAVE to add the customer to the system.
📌 Note: Selecting whether you’re adding an Individual or a Company is important for accurate record-keeping.
Billing Information
Billing information often differs from the customer’s contact or job site details. Be sure to complete all necessary billing fields, including:
- Company Contact
- Billing Phone Number
- Billing Email
- Tax Status (Tax-Exempt or Not)
- Tax ID Number (if applicable)
- Credit Limit (for internal billing records)
📌 Tip: While some fields may not be used for every Sales Order, completing them now helps streamline future transactions.
Final Thoughts
By accurately entering customer details during setup, businesses can ensure smooth transactions and effective billing management. Keeping records up to date also simplifies future sales order processing.