How to add new customers

You can add customers in Sole Trader Plus by clicking +Create or by using the Customer Hub.

Here’s how:

1. Navigate to All apps, then select Customer Hub, and go to Customers.
2. Click on Add customers.
3. In the Customer display name field, enter the desired name for the customer.
4. Review each section and fill in any other relevant customer details.
5. Once finished, click Save.

Once done, feel free to edit and sort your customer details.

Don't hesitate to reply here if anything else comes up. We want to make sure you're completely taken care of.