Description
Manage and view full detail of a single customer here
Tabs
Details
This tab has the full detail of the customer. Including
- Customer's logo - Determined using the domain of the customer's email address
- Customer Details - click the edit button to make adjustments
- Invoice Status Pie Graph - This is breakdown of the status of all the customer's invoices.
- Default Address - The customer's default address, this is used as the shipping/billing address on the customer's invoices
- Primary Contact - The customer's primary contact, some of these fields are available to use on invoice templates.
Contacts
Create, Edit, and Delete customer's contacts here
Addresses
Create, Edit, and Delete customer's addresses here
Invoices
View a list of all the customer's invoices from this page
Payments
View a list of all the customer's payments from this page
Transactions
View a list of all the customer's transactions from this page