Skip to main content

Customers

Owner

Named buyers for the till, invoices, and statements. Credit terms live on the customer.

Who uses this​

The owner, before a named sale or invoice, and when you need a statement.

What you need first​

  • Owner sign-in

Steps​

1. Browse customers​

Open Customers. Add name, phone or email, and enough legal identity for invoices. Open a row for credit terms, statements, and sales history.

Customer list with names and contact details.
Customer list with names and contact details.

What done looks like​

  • The customer keeps contact and legal details after you reload.

Common mistakes​

  • Use a named customer on a transfer you will later match on the bank statement.