Customers

How to add multiple contacts to a customer
You can add new customers individually or by importing in bulk. This guide explains how to add contacts to an existing customer. Step 1. Head to the Co...
Wed, 15 Nov, 2017 at 11:12 AM
How to create a contact that is both a customer and supplier
Step 1. Navigate to Contacts > Customers. Step 2. Click on the Add customer button.  Step 3. Make sure you are on the Basic information...
Thu, 21 Dec, 2017 at 9:32 AM
How to merge a customer
From time to time you might accidentally duplicate a customer which can cause confusion when it comes to creating a new invoice or allocating an invoice to ...
Thu, 21 Dec, 2017 at 9:39 AM
How to archive or delete a customer
Archiving a customer removes them from any drop down lists, but retains all their history.  Alternatively, if the Customer has no transactions associated wi...
Thu, 18 Jan, 2018 at 11:06 AM
How to edit an existing customer
Step 1. Navigate to Contacts > Customers.  Step 2. Click on the Edit customer link next to the customer's name.
Thu, 21 Dec, 2017 at 9:49 AM
How to add a new customer
There are options to add new customers when explaining a receipt on a bank statement or creating an invoice, however, the guide below explains how to create...
Thu, 18 Jan, 2018 at 10:45 AM