Location: Bookkeeping module > Dashboard > Client specific > Contacts > Customer
Help/Guide
You may select the Contact from the Select Contact drop-down.
It displays the details regarding the contact also you may edit the same by clicking on the Edit button available on the upper right corner of the window.
The Account Status shows the Total Amount due minus any advance and the due balance.
The Sales and Outstanding show the sales figures for six months.
The recent Transaction Row shows the various Invoices and Receipts pertaining to the Invoices.
You may Allocate, Unallocated amount or Delete a particular Invoice from the Action Dropdown.
You may view Invoices for a particular period by setting the period in From and To frequency.
Phone: It shows the phone of the customer
Email: It shows the Email address of the customer
Active: It lets you know whether the Customer is Active or Inactive.
Balance: It shows the Balance which is due from the customer. As you click on this it will redirect you to contact details page.
Action: It allows you to Edit or Deletes a contact from the database.
To Add a new Customer,
click on the +Customer button. As you click on this a Popup appears, As seen in the bottom left image.
On Clicking Import button download the template file, copy data into the template file and Import the file.
As import function is a generic one Customers and Suppliers can be imported with a single file. As seen in the bottom right image.
Adding a new customer contact
Importing a new customer contact
