You can use this option if you have regular customers and want to save time and effort by auto-refilling the customer's details while creating the invoices.
Here is how you can create a predefined Customer:
- Navigate to the "Profile" tab > "predefined Customers" > click on the pen icon to enable the option and add new customers.
- Then click on the " + " sign to add new predefined customer:
- Fill in the customer's details as shown below and click "Save"
- Refresh the page so you can see the newly added customers
-You can edit the details any time by clicking on the ID of each customer:
- Then while creating any invoice you can choose any of the predefined customers via the dropdown list :
Learn how to create a new Invoice from here.