Personalise – Customer Setup User Guide

Any individual or business which purchases goods or services are to be setup as a customer. Once a customer is setup it is available everywhere required in ZotaBooks.

Setup New Customer
Learn how to setup a new customer in ZotaBooks.

Invoice Sharing
Learn how to share an invoice electronically online with a customer.

Project Automatically Added
Learn about the project which is automatically created when a new customer is added.