Getting Started
Customers
Accounting
- Bank & Cash Accounts
- Adding Bank & Cash Account
- Account Balances
- Deposit
- Expenses
- Account to Account Transfer
Sales
- Creating Invoice
- Managing Invoice
- POS
- Recurring Invoice
- Creating Quote
- Managing Quotes
- Invoice Payments
CRM
Support
Knowledgebase
Orders
Products & Services
Reports
Utilities
- Activity Log
- Email Message Log
- Invoice Access Log
- Database status
- CRON Log
- Integration Code
- System status
- Terminal
Appearance
Settings
- General Settings
- Staff
- Roles
- Localization
- Currencies
- Payment Gateways
- Expense Categories
- Income Categories
- Tags
- Payment Methods
- Sales Taxes
- Email Settings
- Email Templates
- Custom Contact Fields
- Automation Settings
- API Access
- Choose Features
- Checking Version
- Langugage Settings
- Timezone
Changelog
How to
- Generate invoice automatically after placing order
- Upload admin profile picture
- Add Custom Javascript Code
- Give access to an employee that only allows to access certain data
- How to modify prefix
- Editing Template File
- How to generate Demo data
- Import Data
- Moving to HTTPS
Troubleshooting
Customer List
All customers will be shown in Customers → List customers
You can also do following things in that page-
- You can select customers and Send bulk email
- You can select customers and assign to specific groups
- You can perform bulk delete for customers
- Export customers as csv file
- Import customers from csv file
- Export as pdf
Import customer from csv file
To import customer from csv file click on the import button beside the add customer button.
Example of the csv file
Full Name,Company,Phone,Email,Address,City,State,Zip,Country John Doe,The Acme Inc.,123456789,[email protected],424 Fake Street,Staten Island,Newyork,10205,United States Jane Doe,CloudOnex,912345678,[email protected],520 Grand View,Staten Island,Newyork,10107,United States
Check customer's full Profile
- View Invoices and check the due amount
- Check the Transactions
- Manage Passwords
- Keep credit card Information
- Upload Files
- Add Fund
- Check the orders