Customers and contacts
One page per customer with their contacts, documents and payments.
- Go to Customers and click New Customer.
- Enter the company name, VAT number and billing address. Save.
- Open the Contacts tab and add the people you deal with. The primary contact receives invoices and estimates by email.
The customer's page gathers their invoices, estimates, proformas, payments, contracts, projects and files in one place.
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