Managing a Customer

Manage your list of customers efficiently. Add Invoices and Transactions and Print them when necessary.

On the Customers page, you can see a summary of customer Invoices and Transactions – open, overdue, and draft.

Hover over a Customer to reveal the Show, Edit, Duplicate, and Delete options.

Selecting checkboxes allows you to take bulk actions such as Enable, Disable, Delete, or Export Customers.

Managing a Customer:

• Click on a Customer to see the Customer Detail page.
• On the Customer Detail Page, You can see associated Invoices and Transactions.
• To change/update the customer’s details, click Edit at the top right corner.

• Add Invoices and Transactions to a customer by Clicking New at the top right corner.
• Switch tabs between Invoices and Transactions to see respective lists.