Adding a customer

1. Click Add Customer on the top bar. For more information, see Basic screen elements.
2. Enter the following data and click Next to move through the wizard steps.
   • Customer data
   • Contacts data
   • Billing data (If subscription billing is sent to the customer, you must enter bank account or credit card details to activate the customer.)
   • Direct debit data
3. Click Finish. An email is sent to the customer's email address with a link to create a Sage ID. When the customer clicks the link and creates the Sage ID, the customer is created in Sage Provisioning Portal.