Manage customers

Add customers to start invoicing and collecting payments from them.

Jump to:


Add a customer

  1. Select Contacts
  2. Select Add Contact
  3. Select Add Customer
  4. Enter your customer's details
  5. Select Save

Edit a customer

  1. Select Contacts
  2. Select the customer you want to edit
  3. Select Edit
  4. Edit the necessary details
  5. Select Save

Archive a customer

  1. Select Contacts
  2. Select the customer you want to delete
  3. Select More actions
  4. Select Archive customer
  5. Select Confirm

Restore an archived customer

  1. Select Contacts
  2. Select the drop down arrow next to Vendors
  3. Select Customers
  4. Select the drop down arrow next to Active
  5. Select Inactive
  6. Select the inactive customer
  7. Select Unarchive