Customers Registration

You can enable/disable customers registration from Setup -> Settings -> Clients -> Allow clients to register.

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  • New Customer

    Access the dashboard by logging in. Click Customers; the New Customer button is located on the left....
  • Customer Overview

    You can view all customer data like invoices,contracts,tickets,notes, by clicking on the c...
  • Exporting Customers (Invoices, Estimates)

    Go to the customer profile and click on the tab you want to export data eq. invoices Select status o...
  • Customer Reminders

    This option allows you to never forget anything about your customers. Setting customer reminder is v...
  • Reports

    General Customer Report Customer report can be generated from the Reports feature.Sel...