View customer details

Go to Sales > Customers, then select the required customer.

Customers details are split across 5 different tabs:

• Transactions - shows a financial overview, together with quotes, invoices, statements and average times to pay. From here, you can create a quote, create an invoice and record advanced payments.

• Profile - used to view / enter customer details including name, address, telephone, email, etc. From here you can record a separate delivery address and add one or more contacts.

• Options - use to set up how you will manage this customer, such as default email template, sales code, current payment terms, etc. Refer to Set customer options.

• Other info - use to record any other information such as GoCardless mandate numbers. You can also create custom fields to record bespoke information which will be available on this tab.

  If you have CIS (Construction Industry Scheme) enabled, this tab is labelled CIS and Other Info and is used to record CIS details for this customer.

• Envelopes and forms - used to print envelopes and labels, and create standing order mandates.

• Schedule statement - Schedule statements to be issued automatically at a recurring interval.

Schedule statement options are only available if you have switched to the new design.

You can also view / add notes to the customer record and attach files from your Dropbox account.