Customers

The Customers module lets you manage all client information in one place. Create new customers, update contact and billing details, set credit terms, and view every related transaction (invoices, payments, credit notes, etc.). After saving, the customer appears in the list—click their name to open the profile and view activity.

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Add a Customer

1. Go to Customers → New Customer.
2. Enter details:
   • Customer Name
   • Contact Information (email, phone)
   • Billing Address and Shipping Address
   • Custom Fields (e.g., Account Number, Tax ID)
   • Default Payment Terms (e.g., Net 30)
3. Click Save to create the record.

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Edit Customer Details

• From the Customers list, click a customer to open their Profile.
• Update fields such as phone, email, addresses, or payment terms.
• Click Save to apply changes.

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Tips

• Set default payment terms to auto-calculate invoice due dates.
• Use custom fields to track internal IDs or reference numbers.
• Keep addresses current to avoid delivery and billing issues.