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Welcome to our Support

View Customers

Shinjinee Sarkar
  • Updated

The Customers section can be accessed by clicking on the 'bottom-right' icon which is represented by three dots. Click the More button to view the options and select Customer, to open the Customers page. This page has three main functions that are defined below.

Search/View Customers

Search

  1. Click the Search tab at the top to find the list of available customers under the business you are signed in for. 
  2. Enter the Customer Name on the tab to find the one you are looking for. 
  3. Select the customer to open its detailed information.

View

  1. The page displays a list of all the customers available for the business that you have signed it for.
  2. In the list, you can see the Customer Name, Customer Code and the Outstanding balance for each of them. 

Sort

  1. Click the 'down arrow' on the top right that is displayed below the Search bar.
  2. The Sort Options are displayed. The different options are Name, Code and Balance.
  3. Once the Sort option is selected, the page displays the list of customers under the selected filter.

Detailed Customer View

If you click on any of the Customers from the View Customer page, it will open a detailed description of all the selected customer's details along with their invoice details. At the top, you can see the Customer Name, Customer Code, Contact Details, Country of Residence, and the Current Total Outstanding Balance. 

The page is categorised into Invoice and Details.

Invoice

You can view all the current outstanding invoices that are either unpaid or part-paid. The invoice list shows the Customer Name, Invoice Number, Date of Invoice, Outstanding Amount, Amount Paid and To be paid. The Show All button, opens the Customer ledger. This includes all the invoices and their details. At the top, it shows the Customer Name and Balance, and below that a list and detailed description of all paid and unpaid invoices. 

Details

The Customer Details page shows the Phone Number of the customer, the Mobile Number of the customer and the Email Address of the customer.

Add Customer

The Add Customer option can be accessed by clicking on the Plus icon at the 'bottom right', under the Customers view page. To follow the steps to add a customer, click here. 

Add Invoice

The Add Invoice option can be accessed by clicking on the Plus icon under the detailed view of any selected customer from the list. To follow the steps to add an invoice in detail, click here.