You can create profiles to manage the customers you do business with using the Customers page in Pandle. Just select 'Customers' from the navigation menu.

Pandle customers menu

Enabling the Customers menu

Entering customer information into Pandle

Finding your way round the Customers screen

Search, sort, and filter customers

Set how many rows appear on your screen

Select which columns show on your Customers screen

Export customers

Related topics

I can't see 'Customers' in the navigation menu

To keep things simple, you'll only see the 'Customers' menu option if you confirmed that your business invoices customers during the Pandle setup process. You can enable this option at any time.

Open the main Pandle settings menu, and select 'Company Settings'.

company settings menu

Select the 'Financial Info' tab.

And then check the option 'Does the business invoice customers?'.

Does the business invoice customers?

Creating new customers in Pandle

There are two ways to set up new customers in Pandle:

Viewing the Customers screen in Pandle

The customers screen will show you a list of all of the customers that you enter in Pandle.

Search, sort, and filter customers

Use the search bar to search and find customer information more quickly.

customer search bar

You can also filter your customers by clicking the filter button, and selecting what you would like to see.

filter menu

To sort the list, click the column header that you would like to sort by, and click the header again the reverse the order. For instance, click the 'Balance' header to sort your customers according to the balance on their account.

customer column sort

Choose how many rows per screen

In Pandle you can choose how many rows of information you see on the Customers screen. Just click the 'Row Count' button, and select the amount from the menu.

Row count

Select which columns to view

Edit the columns that you need to see on the Customers screen, and hide those that you don't.

Click the 'Column Select' button, and select or deselect the columns that you want to see.

customers column select

Customer Reference

A unique customer code which identifies your customer in Pandle.

Display Name

How the customer name appears in Pandle. Click the customer name to view a list of transactions relating to that customer.

Customer Group

If you assign the customer to a group, the group name will appear in this column.

The column will be blank if the customer isn't assigned to a group.

Click the group name to see all the customers in that group.

Balance

The balance of the customer's account.

Status

This shows whether you have the customer currently set to 'Active' or 'Inactive' in Pandle.

Actions

Use these options to:

Use 'More' to:

  • Add an attachment to the customer's account

  • Delete your customer's details

  • Add or view notes associated with this customer.

Export Customers from Pandle

You can export a list of customers from Pandle, including their account balance, current status, and the customer group if there is one. Click the 'Export' button, and Pandle will automatically download a .CSV file to your device.

export customers

Related topics

For more detailed information on using our Customers features, please see the articles below:

Adding customers to Pandle

Edit customers in Pandle

Creating customer quotes

Creating customer invoices

Sending customer invoices

Entering customer invoices

Issuing credit notes to your customers

Automated payment reminders

Setting up Pandle Pay

Recurring transactions

Customer grouping

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