Customer

• Introduction
• Create Customer
• Update Customer
• View Customer
• Customer Performance
• Receive Payment

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Create Customer

Click "New customer" on upper right corner of customer table

Enter customer data, then click "Create".

 

Update Customer

Click "Update" button on the right of customer

Update information, then click "Update".

 

View Customer

Click "View" button on the right of customer

Customer modal appears

 

Customer Performance

Click "View" button on the right of receivable

Performance modal appears

 

Receive Payment

Click "Receive" button on the right of customer

Enter date, bank-account, received-amount, applied-amount, etc., then click "Update"