Edit and manage customers
Keep track of your customer's sales from the customer contact record. Each record has summary of the customer's balance and a list of all transactions on the Activity tab.
Select a contact from the Contacts page to open their record and work with these tabs.
Edit a customer
-
From Contacts, select the customer from the list
-
Change the required details of the relevant tabs. Choose the edit icon
next to each section to make changes.
Things to consider
-
Contacts are linked to their addresses. If you delete an address, any contacts associated with that address are also deleted.
-
Once you enter trasnactions, you can't change the Currency. If the customer is set up with the wrong currency, then make this record Inactive, and set up a new contact record.
For more information about each tab, read Create a customer contact
Summary details
The top of the page is a summary of the key information about customer's account. This shows you details about the total sales and the main contact details. It also shows whether the customer is Active or Inactive.
How we calculate the numbers
Track invoices, credit notes, and payments
Use the Activity tab to find details of sales invoices, credit notes and payments for each customer.
Just double click on a row to open the transaction. Depending on its status, you can edit, print, or delete it. If it's an invoice you can pay it from here.
Change the dates at the top of the list to find older transactions. This defaults to the last calendar month.
Tips for using the list
or export to CSV 
using the icons on the toolbar.
