Managing Customers
View, edit, and organize your customer database.
Steps
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1
Go to Customers
Navigate to Contacts > Customers to see your customer list.
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2
Search and filter
Use the search bar to find customers by name, email, or VAT number. Use filters to narrow by country or status.
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3
Edit a customer
Click on a customer to view their details. Click Edit to update their information.
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4
View customer documents
From the customer detail page, you can see all invoices, quotes, and credit notes linked to this customer.
Tips
- Keep customer VAT numbers up to date for accurate e-invoicing.
- You can import customers in bulk using CSV from the Import Data page.
- Archiving a customer hides them from dropdowns but preserves their history.