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.