A customer's record

1. Open Customers and press Open on a customer.
2. Press Call or WhatsApp to reach them, if a phone is saved.
3. Press New invoice to bill them.
4. Type a note under Activity and press Add note.
5. Press Edit to change their details.

Invoices

Each invoice shows its date, total and status. Above the list you see Billed, Paid and Outstanding for this customer.

Activity

Your notes sit here with their dates. Store orders and bookings add a line here by themselves.

Tip Sales staff see this customer's figures. They don't see business totals.

See also: Follow-ups.