Customer

New Customer

  • Go to the Sales section and click on the Customers.
  • From here, you can customize your New Customer by going through each section below:
balnzed-customer

Managing Customer

  • Go to the Sales section and click on the Customers.
  • On the Customer page, Customers are sorted by Name, ABN Number, Email, Phone, Open and overdue.
balnzed-manage-customer
  • Hover over an Customer to reveal the options to View, Edit, Duplicate, and Delete.
  • Click on the ellipses menu icon ellipses menu icon to reveal more options – import and Export