What it does
A central customer directory: contact details, running balances, and full order/invoice history per customer.
Why it matters
Sales and support need customer history in seconds, not by cross-referencing separate order and invoice lists.
How to use it
- Open Customers from the Sales section.
- Search or filter to find a customer, or add a new one.
- Open a customer's detail page to see their balance, due dates, and full order/invoice history.
Main buttons and actions
- + Add Customer
- Edit contact details
- View balance & history
- Filter by due date/status
Example workflow
- Add the customer once, on first order.
- Every subsequent order and invoice links back to their record automatically.
- Check their detail page any time for an up-to-date balance.