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Viewing the List of Customers

Shinjinee Sarkar
  • Updated

You can view the list of customers and a summary of customer-wise time and product transaction balances.

1. Log in and select the required business.

2. The Customers page appears. It shows the customer list and the summary of time and product transaction balances.

  
  • To view your plan subscription details, on the top of the page, click the 'My Subscription' button.
  • The Customers page gives both the number of records on the current page and the total records. This is useful especially when you 
    have many records spread across pages.     Look for the 'Items per page' tab  at the bottom of the page.

     

Interactive Customer Statistics

The key statistics displayed at the top of your Customer dashboard are now interactive. Each header serves as a direct link to its corresponding detailed report, allowing for quick access to in-depth information.

When you click on these financial indicators, you'll be directed to their respective detailed reports:

Customers (Month to Date): Opens the Sales Invoice & Credit Notes Monthly Report

Customers (Year to Date): Launches the Sales Invoice & Credit Notes Yearly Report

Unpaid Customers: Displays the Sales Invoice Report

Customer Invoices Due: Shows the Sales Invoice Report

Each linked report can be generated and customized according to your specific requirements, providing a deeper analysis of your selected metrics.