Add Customers in Finty Software effortlessly and streamline your workflow with ease. Managing customers efficiently is the backbone of a successful shop or repair center. Using Finty’s customer management system, you can add customers, issue professional invoices, and simplify your daily operations for maximum efficiency.
In the previous article, we explained how to issue repair tickets in Finty. In this guide, we’ll walk you through the step-by-step process to add customers in Finty Software, ensuring all details are recorded accurately for smooth invoicing and repair tracking.
Why Adding Customers in Finty Software is Important
Before creating invoices or repair tickets, you need to register your customers in the system. This step ensures:
- Accurate customer records for future transactions.
- Faster invoicing with ready-to-use customer details.
- Better organization and communication with clients.
3 Steps to Add Customers in Finty Software
1. Log in to Your Finty Account
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Step 1: Log in to Your Finty Account
- Navigate to the “Users” menu.
- Go to “User Services” and click on “New” to add customers in Finty Software quickly and easily.
- Important: Make sure to fill out all fields marked with red lines. These are mandatory, and the “Save” option won’t activate until they’re complete.
Step 2: Enter Customer Details
- Title: Select the customer’s title (e.g., Mr., Mrs., etc.).
- First and Last Name: Enter the customer’s full name.
- User Group: Assign the customer to the appropriate user group.
- Status: Set the status to “Visible” to ensure their name appears when issuing invoices or repair tickets.
- Mobile Number & Landline Number: Add the customer’s contact numbers for easy communication.
- Company Name: Enter the customer’s company name, if applicable.
- Email: Add their email address for invoices or updates.
- VAT Number: Record their VAT (Tax) number, if available.
- Contact Name: Use this to display a business or representative name instead of the customer’s real name on tickets or invoices.
- Contact Number: Enter an alternative contact number for emergencies.
- Address: Add the customer’s address (home or business).
- Notes: Include any special instructions or preferences.
Step 3: Use Shortcuts for Faster Customer Management
Now that we’ve covered the basics, let’s explore a shortcut method to add customers directly from various services.
- Repair Tickets: While issuing a repair ticket, click the “+” icon to add a new customer without navigating away.
- Invoices: Add customers directly from the invoice page using the shortcut feature.
This functionality helps streamline your workflow and keeps you focused on essential tasks.
How Finty Simplifies Customer Management
When you sign up for Finty, the system is preloaded with essential data tailored to your business, including:
- Devices, brands, and models commonly repaired.
- Country-specific banks for payment processing.
- Predefined pricing structures for smoother operations.
With these tools, Finty saves you time and reduces errors, making customer management effortless.
Start Adding Customers in Finty Today
By following this guide, you’ll be able to quickly add customers to Finty, enabling smooth invoicing and repair management. Stop wasting time on disorganized customer details—Finty keeps you professional and efficient.
Want to see this feature in action? Visit the Finty YouTube Channel for detailed video tutorials.