CMS - How To: Add an External Customer

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:08 PM by Glennise Pretorius

1. Adding an External Customer

Navigation: Community Level > Finance > Manage Customer

At the top left, select Add New Customer.

The screen below will appear, requiring the new customers' information.

Select the customer type from the dropdown list, we suggest making use of Individual if unsure.

These two are the only required fields. The rest of the fields are optional.

Note: The WeconnectU system automatically creates the Customer Code. If a specific Customer Cide is required include it when capturing the Customer Details.

Click Create Customer when done.