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Customers

Customers are the companies you quote for. Add a customer here before you create their quote, so you can select them in the quote's Summary. Their details then appear on the quote PDF, and the Quotes column shows how many quotes are linked to each customer.

How do I add a new customer?​

  1. Open Customers and choose New Customer.
  2. Enter the Company Name. This is the only required field.
  3. Add the Email, Phone, Website and Address if you have them.
  4. Choose Create Customer. The customer can now be selected on any quote.

How do I update a customer's details?​

  1. Open Customers and find the customer in the list.
  2. Choose Edit (the pencil icon) in the Actions column.
  3. Change their details and choose Update Customer.

How do I delete a customer?​

  1. Open Customers and find the customer. The Quotes column shows how many quotes are linked to them.
  2. Choose Delete (the bin icon) in the Actions column and confirm.

Deleting a customer does not delete their quotes, but it removes the customer from them. Those quotes then have no customer until you select one again, so only delete a customer you will not quote for again.