From your Customers page you can create and manage your customers.

This is also where you will enter or create invoices and credit notes you have issued to customers.

This should only be used for customers you offer credit to i.e. customers who do not pay you straight away. Instant sales can go straight through Banking without the added step of creating a customer and an invoice.

The Customers tab may not be visible to you if you selected that you do not offer your customers credit in the initial set up wizard.

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

Creating customer quotes

Entering customer invoices

Issuing credit notes to your customers

Automated payment reminders

Setting up Pandle Pay

Recurring transactions

Customer grouping

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