Step 1: Log in to Your Account

Go to  https://books.werkrb.com and log in with your credentials. Once inside, navigate to the Customers module on the dashboard.

Step 2: Open the “New Customer” Form

  • Click on Customers in the left-hand menu.
  • Select + New Customer to open the customer creation form.

Step 3: Enter Basic Customer Details

Fill in the essential information about your customer:

  • Customer Name – Full legal name or business name.
  • Company Name – If the customer represents a company.
  • Email Address – Used for sending invoices and payment reminders.
  • Phone Number – For direct communication.
  • Billing Address – Where invoices will be sent.
  • Shipping Address – If different from the billing address.

   Tip: Make sure the email address is correct, as this will be used for all billing communications.

Step 4: Configure Customer Preferences

Werkrb Books allows you to set preferences for each customer:

  • Currency – Useful if you’re dealing with international clients.
  • Payment Terms – For example, “Due on Receipt” or “Net 30 Days.”
  • Tax Information – Add GST, VAT, or Sales Tax details if applicable.
  • Portal Access – Enable customer portal access so they can view invoices, pay online, and track their transactions.

Step 5: Add Additional Information (Optional)

You can also record extra details such as:

  • Customer notes
  • Contact persons (for businesses with multiple representatives)
  • Credit limits (if you extend credit to customers)

Step 6: Save the Customer Profile

Once all details are entered, click Save. The customer will now appear in your Customers list, ready for invoicing, estimates, or payment tracking.