Adding a Customer

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Akaunting allows you to add unlimited customers, supporting your business and revenue growth.

Adding a Customer:

  • Click on Sales in the Navigation Menu to reveal a drop-down.
  • Select Customers.
  • From the Customers dashboard, click on New Customer.
Adding a Customer on Akaunting
  • Enter the required customer details – General (Name, Phone number, Email, Website, etc.), Billing (Tax number and Currency), and Address.
  • Check the Can log in to grant customer Client Portal Access.
Checkbox the client portal option
  • Then, Save.

The Client Portal Access allows your clients to manage all their invoices in one place and make payments conveniently.

Akaunting client portal
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Adding a Customer

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