Manage all customers from this page
Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Customer to complete.
On initial customer creation, you have the option to create an address and a contact. You may always create new addresses and contacts after initial creation.
The following fields are available
- Name - The customer's name, this is used to reference the customer throughout the product
- Email - The customer's email address, email address used for issuing invoices
- Description - Short text field description of customer
- Terms - Customer's payment terms for an invoice. This can be shown on an invoice template
- Notes - Long form text field for customer.
- Details - Click the customer name to view the customer's detail Page. For more information see this article: Customer Details
- Edit - Update customer fields
- Delete - Delete this customer