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
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Common workflows
A) Create a customer
- Click Add.
- Enter name and contact details (email is especially helpful for invoicing).
- Save.
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B) Update customer details
Keep email/phone updated so invoicing and delivery coordination go smoothly.
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Why details matter
- Accurate email = invoices can be sent directly.
- Accurate phone/address = fewer fulfillment mistakes.
- Consistent names = cleaner searching and reporting.
