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Customers

See a customer's details, contacts, addresses, jobs, quotes, invoices and notes on one screen.

Overview

Customers gathers everything about one customer. Your customers come from Xero. Choose one and the screen shows their details and addresses, their contacts, and their jobs, quotes, invoices and notes, in that order.

A customer selected on the Customers screen, with Customer Details, Contacts and Jobs sections
Step by step: open a customer
  1. Click Customers in the header.
  2. Click Customer and choose the customer.

The search box in the header also opens this screen with a customer selected.

Customer Details

The first column shows the customer’s Name, Contact Name, Email, Phone and Mobile. The next shows each contact’s Name and Email. Then each address has its own column, headed Street Address, PO Box or the address type.

Each address also has a Travel Product and a Travel Quantity. Click Set Travel Product to choose the product, change the quantity, and click Save Travel Details.

Add Address opens New Address, with Address Line 1, Address Line 2, City, Postal Code, Country, Travel Product and Travel Quantity. Addresses that can be changed have Edit Address and Delete Address icons beside the heading.

Contacts

Add Contact opens New Contact, with Full Name, Email and Phone. Click Save. The pencil beside a contact opens Edit Contact, and the bin deletes it after asking you to confirm.

Jobs

The customer’s jobs, with Date, Number, Status, Name and Description. Choose All, Current or Historic above the table. Click a job number to open the job.

Quotes

The customer’s quotes, with Date, Number, Status, Value and Work Description. The list above the table filters them by status. Click a quote number to open it.

Invoices

The customer’s invoices, with Date, Number, Job Number, Job Name, Status, Subtotal, Tax and Total. Choose All, Current or Historic above the table. The link at the end of each row opens the invoice.

Add payment records a payment against one of the customer’s unpaid invoices. See Add Payment To Invoice.

Notes

Type in Add new note and click Save. A note needs at least three characters. Saved notes are listed with their Date and Details.

See also