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Customers

Manage all your customer information in one place. Track details, invoices, payments, and communication history.

In This Section​

Key Features​

Customer Profiles​

Each customer has a dedicated profile with:

  • Contact information
  • Invoice history
  • Payment records
  • Notes and communication log

Quick Actions​

From any customer profile, you can:

  • Create a new invoice
  • Record a payment
  • Send an email
  • Add notes

Search & Filter​

Find customers quickly using:

  • Name or company search
  • Filter by payment status
  • Sort by recent activity