Customers

Find a customer, create documents and keep track of everything connected to your customers.

+ New Customer + New Quote + New Invoice

Customer Information

Customer List
Find, view and edit customers and their contact details.
Customer Statements
See invoices and outstanding amounts for each customer.

Quotes, Invoices and Payments

Quotes
View and manage all customer quotations.
Invoices
View paid and unpaid customer invoices.
Payments Received
View every customer payment that has been recorded.
Record a Payment
Customer Credit Notes
View and manage customer credit notes.
Record money received and link it to an invoice.
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