Tallium

Add a customer

Save a customer's details for faster invoicing.

Saving a customer means you can invoice them in seconds and see their full history and balance.

What you'll do

Save a customer so you can invoice them quickly.

  1. 1Open Customers (Contacts) from the menu.
    On a computer
    Your customers & contacts. — desktop view
    On your phone
    Your customers & contacts. — phone view
    Your customers & contacts.
  2. 2Click New to add their name, email and (if they have one) their TRN.
    On a computer
    Adding a new customer. — desktop view
    On your phone
    Adding a new customer. — phone view
    Adding a new customer.

Tip

Set a credit limit on a customer so Tallium warns you before they go over it.

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