Customers

This page summarises your customer's status, including contact details, outstanding balances, average days past due, and customer group. It also helps identify customers with reminders, statements, late fees, and autopay settings.

With the dropdown menu at the top left, you can perform functions for one or multiple customers at once.

Click on the customer’s name to go to their profile.

From here, users can toggle settings for statements, late fees, and reminders via the options in the top right corner.

• There are three more sections within the customer's profile section
• Open Invoices - Which is explained in more detail here

• Invoice Notes - Feel free to add any personal notes related to the invoice here

• Credit Memos - You'll be able to see any credits given to the customer here