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Customers

Step 1 of 4
Open Customers, then click New Customer Details
1Open Customers, then click New Customer Details

In the side menu, click Customers, under SALES. Customers opens on a list of what you already have. Search, sort and filter it to find one and click it to open it, or click New Customer Details to start a new one.

Documents

What Customers prints, made from the same example as the steps above.

  • PDFAccount SummaryMore, then Export, then Account Summary (PDF): made from C0002, a record already in the sample data.3 KBOpenDownload