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.
- Attachments - View the attached files associated with the Customer.
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