How to add and manage customers
Customer records help businesses keep sales, invoices, and relationship history organized. This article explains how to create customer records and keep them accurate over time.
How to add a customer
Open the customers page
Go to the customers section from the dashboard.
Start a new customer record
Choose the option to add or create a new customer.
Enter customer details
Provide: customer name, phone number, email address, address, and other relevant business details.
Review and save
Check spelling and contact details before saving. This helps avoid duplicate records and failed follow-up.
How to create a new invoice
Invoices help businesses document amounts owed by customers for products or services. This article explains how to create a new invoice accurately on AccessMeds.
Step-by-step invoice flow
Open the invoice section
Navigate to the invoice module and choose the option to create a new invoice.
Enter customer details
Add the customer name and other required details. If the customer already exists in the system, use the existing record when possible.
Add line items
For each item: enter the product or service name, enter the quantity, enter the unit price, and review the calculated line total.
Review totals
Check subtotal, item totals, taxes if applicable, and overall invoice amount.
Save the invoice
After saving, confirm that the invoice appears in the invoice list and that the details match your intended charges.