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

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