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Create a customer​

Keeping track of your customers is a breeze with Zip. You can easily add new customers or edit their details whenever you need to, making customer management simple and organized.

note

You will need a Zip account to use this feature. Get your account now.

Add a customer​

  1. Go to the Customers page on your Zip Dashboard.
  2. Click on the Add Customer button to get started.
  3. Enter your customer’s details
    • Required info
      • Name: Enter your customer’s full name.
      • Email address: Add your customer’s email address.
    • Optional details
      • Mobile number: If you have it, you can add their mobile number for additional contact options.
      • Description: Want to leave a note about this customer? Add a description here! If you don’t fill it in, Zip will generate one for you automatically.
  4. Once you’ve filled in all the details, click Add customer to finish. Your new customer will be added and ready for future transactions!

Add product

Edit a customer​

  1. On the Customers page, find the customer you need to update. Click on the customer’s name to go to their details page.
  2. Click the Edit button at the top of the page.
  3. Update the customer’s name, mobile number, or description as needed. Note: The email address is not editable once the customer has been added.
  4. After making your updates, click Save changes to lock in the changes. Your customer’s information will be updated instantly.

Add product

And there you have it! Managing your customers is quick, easy, and organized with the Zip Dashboard. 🎉