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

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