With your customers added to Gusto Invoicing, you can easily keep track of your contacts and generate invoices quickly.
This guide will show you how to add a new customer to your Gusto Invoicing.
You can add the customer in two ways:
How to add a customer from the Customers tab
1 - In your Gusto Dashboard, select Finances from the left-hand sidebar.
2 - Select Invoices.
3 - Select the Customers tab.
4 - Select + Add customer on the right side of the screen.
You can add multiple customers at once. This guide explains how to do it.
5 - In the pop-up window, fill in the required details:
-
Customer type:
- Business: For company use.
- Consumer: For personal use.
- First name.
- Last name.
- Customer's email address.
- Customer's phone number.
6 - After entering all the details, select Save at the bottom right of the pop-up window.
That's it. You successfully added a new customer. It will appear in the Customers tab.
How to add a customer when creating an invoice
Follow these steps to add a new customer when creating an invoice:
1 - In your Gusto Dashboard, select Finances from the left-hand sidebar.
2 - Select Invoices.
3 - Select +Create invoice at the top right.
This button will always be at the top right corner of the screen, regardless of which Invoicing tab is opened.
4 - In the Invoice details, submit the customer's name.
5 - Select + Add new customer button that will appear under the customer's name.
If an existing customer has such a name, you will see the option to select it in the drop-down list.
6 - In the pop-up window, fill in the required details:
-
Customer type:
- Business: For company use.
- Consumer: For personal use.
- First name.
- Last name.
- Customer's email address.
- Customer's phone number.
7 - After entering all the details, select Save at the bottom right of the pop-up window.
That's it. You successfully added a new customer. You can now continue with creating the invoice.