Add a new Company Customer to Debits.com

Navigate to the desired Company #

• From the main menu, go to the section where your companies are listed (for example, “Companies” or “Organization”).
• Locate and select the company you want to work with. This will open the company’s details or its list of related transactions.

Expand the row under the desired transaction #

• In the selected company, find the transaction list (such as invoices, orders, or sales records).
• Identify the specific transaction you want to edit or add a customer to.
• Click the arrow, caret, or “expand” icon on that row to show additional details for the transaction.

Click on the plus (+) icon next to the Customer field #

• In the expanded transaction details, locate the Customer field.
• Next to this field, you should see a + (plus) icon indicating that you can add a new customer.
• Click this plus icon to open the “Create New Customer” window or form.

Enter the new Customer name and click on Create #

• In the “New Customer” form, type the customer’s name in the required field.
• Fill in any additional required information if prompted (such as email, phone number, or address, depending on your system).
• When finished, click Create (or Save) to add the new customer.
• The newly created customer will then be automatically selected and linked to the current transaction.