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Managing your customers.
Adding a customer is really easy, you can do this one of three ways: From any page, you’ll see a plus sign in the upper right, just hover over that and click customer. It’s going to open up a section on the right, where you can add the customer information. If you go to the Customers page (Left), you can simply click add customer from the top right corner and it’s going to open up the same window. You can also customers while working
You can edit or update customer information from multiple places. Editing Customers If you’re on the customers tab: You can hover over the three dots (Right), and simply click on Edit. It’s going to open up an Edit customer section (Right-hand side). If you’re viewing a specific customer: You can click on Edit customer (Top-Right), and it will open up an Edit Customer Section (Right-hand side). If you’re editing an invoice: You can click
Deleting a Customer
Deleting a customer Click on “Customers” Hover over the three dots on the right and click on “Edit” On the bottom you can click “Delete” and confirm the deletion Once you delete a customer you can’t undo it. You won’t be able to invoice them again, the invoices that you have already sent to this customer will not be deleted.