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💼Getting started with MYFUNDBOX
📊Dashboard
👦Profile
👤Customers
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〽️ANALYTICS/REPORTS
💲Manage Transactions
🧑‍🤝‍🧑Teams/User Creation
Import
🎪Customer Portal
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✴️ENDPOINT URL
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4min

Create Customers

Here’s how you can generate a new customer.


  • Go to the Customers tab from the menu and click the +CREATE CUSTOMER button on the top-right corner. You will get a pop up window as shown below.
  • You can now enter the details of the customer. We have provided Company Name along with VAT ID to generate details for the invoices.


NOTE : Name and E-mail Field is mandatory

You can click on the link for a video tutorial:





Updated 03 Mar 2023
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TABLE OF CONTENTS
NOTE : Name and E-mail Field is mandatory