Setting up and manage customer information

You can set up and manage customer information. This includes creating new customer profiles with details such as customer name, contact information, billing address, and payment terms. It allows you to store and organize customer data in a centralized location, making it easier to track customer transactions, generate invoices, and maintain a record of customer interactions.

Step 1: Click the "Create" Button

STEP 2: Create New Customer information

 

Once you click the create button, you can proceed to set up the customer information using the following steps:

Basic Info:

         1. Name: Enter the name of the customer.
         2. Contact: Provide the contact person's name.
         3. Email: Enter the customer's email address.
         4. Tax Number: Input the customer's tax identification number (if applicable).

Billing Address:

         5.Name: Enter the name associated with the billing address.
         6. Phone: Provide a contact phone number for billing purposes.
         7.Address: Enter the street address of the billing location.
         8. City: Specify the city of the billing address.
         9. State: Enter the state or province of the billing address.
         10. Country: Select the country of the billing address.
         11. Zip Code: Input the postal or zip code for the billing address.

Optional: If the shipping address is the same as the billing address, you can check the option to copy the billing address to the shipping address.

Finally, click the create button to save the customer information.

STEP 3: "View, Edit or Delete" Button

Edit and delete

After creating the customer information, you have the option to edit or delete it as needed. Editing allows you to make changes to the customer details such as name, contact information, tax number, billing address, and shipping address if applicable. Deleting the customer information will permanently remove it from the system. Please exercise caution when deleting customer data, as it cannot be recovered once deleted.

View

This includes viewing the information details, such as the customer's name, contact information, tax number, billing address, and shipping address. You can also view the company information associated with the customer, which may include details such as company name, website, industry, and description.

Furthermore, you can access and view any proposals or invoices that are associated with the customer. This allows you to review and track the financial transactions and interactions with the customer. By having access to these details, you can easily manage and monitor the customer's activities and financial history within the accounting system.

Create invoice and Create Proposal

You have the capability to create invoices and proposals specifically for each customer.  By generating invoices and proposals tailored to each customer, you can effectively manage the billing and sales process, provide accurate documentation, and maintain a clear record of the financial transactions with the customer.