Customers
Customer records, credit, and sales history.
Keep customer data in one place for faster checkout and better follow-up.
What you can do
- Create and edit customer profiles (contact, tax ID, addresses).
- Attach customers to orders for invoices and history.
- Track credit movements where your plan supports it.
Tips
- Search by name, phone, or tax ID before creating duplicates.
- Use customer groups when pricing or policies differ by segment.