A new screen will pop up.
Select whether your customer is a Company or an Individual at the top of the screen.
If you want to be able to email invoices, it helps to enter an Email address in the record.
Note: there are some additional fields available: (a-b provide additional information; c-f allow defaults to be set up which apply specifically to that customer)
a. Contact number
c. Payment Terms
f. Email attachment delivery mode