Step 1: Go to “Parties”.
Click on “+ New Product” at the bottom of the screen.
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.
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.
Step 4: Add custom fields
Click on the “+Custom Fields” option present below the address section.
A pop-up appears. Here, click on the “Add Custom Field” option present at the bottom of the screen.
Now, enter the “Label Name” and click on “Submit”.
(You can also add optional details like opening balance, opening stock, etc.)
Note: You can always add or edit the customer details later.
Step 4: Add the customer.
Now, close the custom field form and click on the “Add Customer” option present at the bottom of the screen.
Note: You have successfully added a new customer and a custom field and a pop-up will appear at the bottom of the screen informing the same.