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:

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.

• 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