Add a Customer

You will be provided with a feature which allows you to record your customers’ details.

You can input a customer number, billing and shipping address, email and contact numbers which, once saved, will be able to be view at any time.

You will also be able to send the customer an email by clicking “send mail” or alternatively, you can specify which customers would prefer to receive mail by post. You may also view all the previous invoices that have been sent to a specific customer thus allowing you to follow up on payment or resolve any disputes regarding invoicing or payment.

Guide

In this window you are able to manage your customers

On the first tab ‘General’ you maintain your customers data.

On the tab ‘Contact’ you have a quick overview of your contact persons at this customer.

On the tab ‘Invoices for this customer’ you have a list of all previous made invoices to this customer. They may be reprinted from here.

The tab ‘Notes’ is your own notes to this customer. They are not printed anywhere, just made for information.