Managing Customers

Collect and manage customers information for invoicing purposes, wholesale, retail or indvidual customers all in one place.

Adding a Customer

You should collect and add as much information as you can from each customer, customers name, ABN and address are extremely important part of invoicing, collect customers contact details such as a valid email address for sending invoices to customers.

Follow the next steps to create new customer:

  1. Access the Invoices from the application menu
  2. Click Manage Customers
  3. Click
  4. The new customer window appears
    • Customer Details enter all available details
    • Contact Details enter customer's contact details
    • Address Details enter customer's main address
    • Other Addresses use the Other Addresses tab to enter other addresses such as billing or shipping address
    • Invoice Settings enter the invoice prefix and next invoice number
    • The invoice settings will only be used if you configured the invoice settings per customer under the System Setup - Options.

    • Price Level select the price level for the new customer, applicable if you have configured different price level under the Setup - Price Category
    • Price level applies to any product with the price level feature enabled.

    • Payment Settings set the customer's payment terms
    • App Login select one of the available options to allow or disallow this customer from using the mobile app
  5. Click
Importing Customers Details

This feature allows you to import all your existing customers information at once without having to enter customers one by one, you must download the customer's import template and re-arrange your data based on the columns order as set per the template.

Follow the next steps to import customers details:

  1. Access the Invoices from the application menu
  2. Click Manage Customers
  3. Click
  4. The import window appears
    • Template download the template from the import page
    • Choose file click Browse and select the import file
    • Click
    • Customer's details are evaluated to ensure that the required information are provided, duplicates will not be added.

Mobile Login

Some customers might have problem creating their own mobile app access, you can assist your customers by creating their mobile app access account and provide your customers with their login details.

Follow the next steps to create a mobile login:

  1. Access the Invoices from the application menu
  2. Click Manage Customers
  3. Click
  4. The mobile login window appears
    • Search search for the customer that you would like to create a mobile login account
    • Email enter the customer's email address
    • You can not use an email address that is already registered for mobile login.

    • Password enter the password and confirm password
    • You must adhere to the password criteria.

  5. Click
Updating Customer's Details

Click the Edit button under the Action column next to the customer that you would like to update

Deleting Customer

Click the Delete button under the Action column next to the customer that you would like to remove

Customers with invoices can not be deleted and protected by the system for data integrity purpose.