When you click on your Customers tab, the landing page will display your entire Customer List. While viewing the Customer List specifically, you can see the Customer Name, Customer ID (each has a unique ID), Phone #, # of Active Orders on their account, Date when their Account was Created and Billing Address. Note: when a customer has an overdue balance on their account, they will display with a red flag to indicate to the user this account is delinquent.
From this page you can also do the following:
- Review your customer’s accounts
- Search for a particular customer
- Click in to see the details of a specific customer
- Add a New Customer
- Edit an existing customer
- Activate or Deactivate a customer
- Finish out a Draft customer
Last updated 1/29/2025