Customer

Creating a new Customer

  1. Navigate ro the Main Menu of the app. Click the Customers section dropdown and click Create.

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  1. Input the customer information. Name / Phone / Address / City / State / Zip Code

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  1. Click Save to create a new customer.

Editing a Cusotmer's Information

  1. Navigate to the Main Menu of the app. Click the Customer Section Dropdown and click Search.

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  1. Click on the Pencil Icon to the right of the Customer of your choice.

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  1. Update the Cusotmer's information and click Update to save the update.

Deleting a Customer

  1. Navigate to the Main Menu of the app. Click the Customers section dropdown and click Search.

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  1. Click on the Trash Can Icon to the right of the Cusotmer of your choice.

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  1. When a prompt pops up asking you if you are sure you want to delete the cusotmer, click okay.

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Viewing a Customer's Information & Invoices

  1. Navigate to the Main Menu of the app. Click the Customers section dropdown and click Search.

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  1. Clisk on the Eye Icon to the right of the Cusotmer of your choice.

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