...
- You can Edit the Billing Details via Edit Details in the Customers Card Box
- View the history of this customer via View History
- You can see the Details Tree via + Show Tree
- You can download all of the addresses to your email contacts via the V card symbols
Credit Limits
Credit limits can be set for each customer, this prompts a pop up box on the quote summary screen when the credit limit has been exceeded.
The pop up box will no be removed until the credit limit is increased.
Import/ Export Customer Details
...
To do this select Import/ Export and follow the standard Import/ Export prompts.
