For working in business is necessary to register and evidence your customers. In Loans App you have ability to create new customers, which is very simple process.

Step n. 1

At the beginning click on button Customers, situated at the top of Dashboard.

Open

Step n. 2

Then click on button New and choose the type of contact (Company or Person).

Open

Step n. 3

After previous steps, you will see Customer Card, which is used to manage information about a customer and specify the terms of business, such as payment terms, prices and discounts. From here you can also drill down on past and ongoing sales activity.

For quide, how to fill each important field in Customer Card, see attached video.

How to do basic setup of OneCore Loans App

How to create calculation in general

How to send customer reports

How to create financing product