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.