Skip to main content

How to add a customer on Android

Learn how to add customers on Android to Swipe easily with our detailed step-by-step process with pictorial representation in 10 seconds....

T
Written by Tech@Swipe
Updated over a year ago

Step 1: Go to “Parties”.

Click on “+ New Customer” at the bottom of the screen.

add new customer

Step 2: Fill in the basic customer's details.

A new form appears. Here, enter the basic details like Name, mobile number, and email.

Note: You can always add or edit the details later.

fill in the basic customer details

Step 3: Fill in the other required fields.

Fill in other required information about the customer, such as company name, GSTIN number billing address, etc.

(You can also add optional details like opening balance and custom fields like PAN number, age, Aadhar number, etc.)

Note: You can always add or edit the customer details later.

fill in other required details

Step 4: Add the customer.

Now, click on the “Add Customer” option present at the bottom of the screen.

click on add customer

‍Note: You have successfully added a new customer and a pop-up will appear at the bottom of the screen informing the same.

customer added successfully

Did this answer your question?