What is the Customer Info module?

The Customer Info module is a good way to quickly overview all the information about a Customer. You can view their Orders, Invoices, balances and edit them from this module.

Search Customer

Search and select a Customer here to view their details. You can view their individual balances and total balance if they are a parent Customer.

 

The Options button gives the features below:

  • Balance Overview: View important customer information like overdue invoices, pending orders, and defaulter statuses.
  • View Statement: This opens the Customer Statement module which lets you generate a statement report.

Transactions

  • Transaction Type: Here you can select which type of transactions to view below.
  • Date Filter: A date filter lets you narrow down the transactions to within a date range.

 

Orders & Estimates

  • Type: Here you can select which type of order to view.
  • Status: Here you can select which status to view for the orders.
  • Date Filter: A date filter lets you narrow down the orders to within a date range.

 

Invoices

Communications

This tab lets you view all the emails that have been sent to the customer.

 

 

Video tutorial:

 

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