Customers: Keeping Contacts Clean So Orders and Invoices Are Easy

Store contact and delivery details so orders, invoices, and follow-ups stay smooth.

What this area is for

Customers store contact and delivery details that flow into orders, invoices, and sales.

Where to find it

Main menu → Customers

Screenshot placeholder

Common workflows

A) Create a customer

  1. Click Add.
  2. Enter name and contact details (email is especially helpful for invoicing).
  3. Save.
Screenshot placeholder

B) Update customer details

Keep email/phone updated so invoicing and delivery coordination go smoothly.

Screenshot placeholder

Why details matter

  • Accurate email = invoices can be sent directly.
  • Accurate phone/address = fewer fulfillment mistakes.
  • Consistent names = cleaner searching and reporting.