• "How do I create a new customer in Molo?"
  • "How do I add a customer in Molo?"


Resolution Steps

  1. On the upper-right corner, click New > Contact.
  2. Populate and select the following fields:

    • First Name
    • Last Name
    • Contact Type (Customer, Company Supplier, Tax Exempt)
    • Statements Preference
    • E-mail
    • Phone Number

  1. On the upper-right, click Save.

Verification: The customer should be under the contact list once you refresh.