Customers
Customers buy goods and services from your business. Once you mark a contact as a customer, you can transact with them via estimates, invoices, sales orders and credit notes.
A. Create/Add New Customer
Go to Sales and select Customers.
Click CREATE NEW CUSTOMER.
Select the Contact Type as Customer, Enter required information.
The contact creation page, apart from requesting general information such as the contact and company names etc., is split into several sections such as,
Payment Details - You can enter customer currency and payment terms here.
Enter Address details.
Add Notes if needed and click Save.
Add Customer
Click 
to add more customers.
To edit a contact, Go to Contacts.
Click on the Edit 
button and make the necessary changes to the previously entered information and Save changes.
Delete customer by Clicking More and select Delete.
Select customer and click New Transaction from profile.
Directly Estimate, Invoice, Credit Note and Expense for the selected Customer.
