Customers Module

Ioana Cretu -

Overview

The Customers module helps you manage and maintain a list of all your customers, which can be used for invoicing.

Key Features

  • Customer List: Displays a list of all your customers.
  • Adding a New Customer: Click the "New" button to add a new customer.

Creating a New Customer

  1. Initial Drawer View: When adding a new customer, a drawer will open. You can expand it to a step-by-step form for easier navigation.
  2. Details to Include:
    • Customer Details:
      • Name: Enter the customer's name.
      • Email: Provide the customer's email address.
      • Phone: Add the customer's phone number.
      • Type: Specify if the customer is an individual or a company (default is company).
    • Billing Address: Enter the customer's billing address.
    • Taxation Details: Provide necessary taxation information.
    • Other Details:
      • Internal Notes: Add any internal notes regarding the customer.
      • Tags: Include tags to categorize the customer.