Adding a Customer
Follow these steps to add a new customer to RotaPad.
Step 1: Navigate to Customers
Click on Customers in the main navigation.
Step 2: Click Add Customer
Select the Add Customer button.
Step 3: Enter Customer Details
Fill in the required information:
- Customer Name - Organization or individual name
- Customer Display ID - Optional reference number
Billing Address
- Address Line 1
- Address Line 2 (optional)
- City
- Postcode
- Country
- Email address
- Phone number
Step 4: Save
Click Save to create the customer profile.
What’s Next?
After adding a customer, you can:
- Add home locations for this customer
- Create timesheets for staff working at their locations
- Generate invoices for this customer
Add accurate billing information now to ensure invoices are generated correctly.
