How to Enter A Customer Into RealStaff

1. From the RealStaff main menu, click on the Customers tab.

2. Click on the Customer Maintenance button.

3. Click on the Insert button.

4. Enter the Customer’s Name and then click on the Insert button.

5. On the next window, verify that the customer is not a duplicate customer and then click on the Verified checkbox. Then click the OK button.

6. On the Adding Customer Address window
   1. Click on the on the Address Type dropdown. Then on the Select Address Type window select from the list then click the Select button.
      (See Select Address Type window image below)
   2. Enter the address information.
   3. Click on the Ok button.

People usually choose "Billing & Physical"

7. After entering the contact name, email address, and phone number, click the Continue button.

8. The default WC code can be selected here or it can be selected when entering hours for an employee.

9. If not required by the customer, these boxes can be left unchecked.

10. Invoice Setup:

    1. Select the Invoice Setup tab.
    2. Select the Delivery tab.
    3. Choose the correct Invoice Delivery Method from the drop-down.
    4. Enter the email address of the person receiving the invoice. Click on the + button to add the email.
    5. Click Continue when all email addresses have been entered.

The new customer will be displayed on the Customer Maintenance window.

Complete!