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Customers

The Customers page lists all the Customers entered with Expert Invoice. Go to Expert Invoice > Customer

To Add/Edit a Customer you need to enter the:

  • Name: The name of the Customer.
  • Category: Select the customer category or click the + button to create one.
  • Contact Person: Enter the name of the contact person, especially if the customer is a company
  • Email: The customer’s email
  • Primary Telephone: The customers contact number
  • Secondary Telephone: The customers secondary contact number
  • Shipping Address: The customers shipping address
  • Is Tax Exempt: Select if taxes should not be applied to this customer’s order
  • Is Active: Select if this customer is an active customer
  • Notes: Any notes about the customer.

Click the OK button whenever you are done entering the Customer’s details.