How to setup a customer in Wave Apps

Transcript of Video:

I want to show you how to set up a customer in Wave Accounting.

Let’s log on.

All right, so as soon as you log on, you are on the dashboard and to set up a customer, you click on Sales Tab and customers.

This is just going to give you a list of all of the customers that you’ve used in the past.

If you want to add another customer, all you do is click on the add and put their information.

Technically all you need to put in is their name and you will have a new customer.

Now if you want to send them an invoice or anything, you are going to need their email address.

That does help, but this is also good to have all their information right here with their phone number, how they’ve paid in the past.

That’s good information to have.

Now you can also import from CSV file or google contacts.

If you are using a different system, you can export those customers and import them right here.

I hope you found this video helpful on how to create a customer in Wave Accounting. If you have any questions, please feel free to leave a comment. If you like this video, go ahead and give it a thumbs up. If you haven’t already, please subscribe so I can send you more of these videos as I make them and share this video with your entrepreneur friends. Until next time.

 


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