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Help : customers

The menu

From the menu above, you can access the "Customer" functionality. For example, if you place your mouse over the "client" button (arrow 1), a menu opens and allows you to access more features. In our case, it allows us to access:
         - the client list (arrow #2)
         - create a new client (arrow #3)


Liste of customers

The screen lists all your customers, you can have a global view of the distribution of sales per customer.

The page has a button to create a new customer (arrow #1) and a summary (arrow #2).
     The items shown in the table are:
     - A "delete" button
     - A button to see the detail (arrow #3)
     - The client name
     - If an individual or business
     - The address of the client
     - The remaining invoices to pay

Each column in the table is sortable by simply clicking on the title. At the top left, there is also a text field to do a quick search in the content of documents.

An export button (arrow #4) lets you lets you download you file in Excel format that summarizes all data in the table displayed in the page.


Add customer

You can add a client from several places:
     - The client list
     - A quote edit mode
     - An invoice edit mode.


customer detail

In the details page for a client you can change the coordinates of a customer but also to follow the business proposals you have made him and follow his invoices.

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