Your Customers

The Customers section allows you to manually add, edit, or delete customer profiles, as well as upload them in bulk for easier management. Here’s how to get started:

Step 1: Navigate to Customers Section

• Go to the Customers section in the main menu to access the customer list and management tools.

Step 2: Create a New Customer

• Click on the Create button to manually add a new customer by filling out the form.

• At the bottom of the form, you’ll find an optional section where you can enter the customer's invoice details.

• Alternatively, you can upload an Excel file to create multiple customers at once.

Step 3: Edit Customer

• To update a customer’s information, select them from the table and click the Edit button.

• Make any necessary changes in the form that appears and click Save.

Step 4: Delete Customers

You can delete customers individually or in bulk:

• To delete a customer, click on the customer in the table and select Delete.

• To delete multiple customers, use the checkboxes in the table’s head row to select them, then click the Delete Selected Customers button.