The Customers tab is where you can see a list of all of the customers you have added to your Autobooks account. From this page, you can:
- Edit the information for a given customer
- Review the payments and invoices associated with a given customer
How to Manage and Organize your Customer List
Editing a customer record
Click on the Customers tab. Click on a specific customer to bring up the Customer options side menu.
Note: Email addresses must be unique for each customer record. You cannot use the same email address for multiple customer records.
- From this page, you can edit this customer's information as needed
- Please note that a red asterisk* denotes a required field
- Click the [Save] button to commit any updates on this page
- Click the Archive customer option to archive this customer within your business' Autobooks account
View a customer's invoice balance details
Click the View Invoice balance details option from the Customer options side menu to see a list of payments and invoices associated with this particular customer.
- You can switch customer views by clicking the Customers drop-down menu and selecting a different customer name.
- You can also select a specific Date range to view.
- Finally, you can click Export to export this list as a .CSV file.
