How do customers work?
The customers section lets you manage your customers.
Here, you can add jobs for each customer, and organise these into rounds.
You can keep track of each customer's balance and invoices. If customers have added a payment method to their account, you can charge them automatically from here.
You can also message customers to ask questions or keep them up to date.
- How do customers work?
- How do I add a cash payment?
- How do I add a customer?
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- What is the customer portal?
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations