The Customer module allows you to view, add, and manage customer information, as well as generate customer statements for recordkeeping or reporting purposes.
- Navigate to the Customer tab to view a list of all customers previously added to the system. To add a new customer, click the “+ New Customer” button and complete the required customer information. Click on any customer's name to view their details.
- Once a customer is selected, the Customer Details page will be displayed. To update any customer information, click the “Edit Profile” button. To view the customer's financial summary, click the “Statement” button.
- After clicking “Statement”, the Customer Statement page will appear. Select the desired date range for the statement. Click “Download Statement” to download a document listing all related invoices, credit notes, debit notes, and receipts within the selected period.
