Customers

The Customers section allows you to manage your customer database. Here, you can add new customers, view their details, and manage multiple addresses for each customer.

Adding a New Customer

1. Click on the “Customers” menu in the left sidebar.
2. On the Customers page, look for and click on the “Add New Customer” button or similar.
3. A form will appear, prompting you to enter the customer’s information. Fill in the following details:
   • Name: The full name of the customer or the business name.
   • Email Address: The customer’s primary email address.
   • Phone Number: The customer’s primary phone number.
4. Once you have entered all the required information, click the “Save” button to add the new customer to your database.

Viewing and Editing Customer Details

1. Navigate to the Customers page. You will see a list of all your existing customers.
2. Locate the customer whose details you want to view or edit.
3. Each customer in the list should have an action button, typically an “Edit” icon (pencil). Click on this button.
4. A page or a modal will open, displaying the customer’s current details (Name, Email, Phone Number). You can modify these fields as needed.
5. After making any changes, click the “Save” button to update the customer’s information.

Managing Multiple Addresses for a Single Customer

The Invoice Application allows you to associate multiple addresses with a single customer. This is particularly useful for customers who have different shipping or billing addresses.

Adding a New Address for a Customer

1. Go to the Customers page and locate the customer for whom you want to add an address.
2. Click on the customer’s name or the “Edit” button to view their details.
3. Within the customer details page, you should find a section related to addresses. This might be labeled “Addresses”, “Shipping Addresses”, or similar. There will likely be a button to “Add New Address”. Click on this button.
4. A form will appear where you can enter the details for the new address. This typically includes the following fields:
   • Street: The street address.
   • City: The city of the address.
   • State: The state or province.
   • Zip Code / Postal Code: The postal code for the address.
   • Country: The country of the address (often a dropdown selection).
   • Phone Number (Optional for this Address): You can specify a different phone number that is specific to this address.
   • Email ID (Optional for this Address): You can also provide a different email ID associated with this address, if necessary.
5. Fill in all the relevant details for the address.
6. Click the “Save Address” or a similar button to add this new address to the customer’s profile.

Selecting an Address When Creating an Invoice

When you are creating a new invoice for a customer who has multiple addresses saved, you will be presented with an option to choose the specific address you want to use for that particular invoice. This ensures that the invoice is correctly associated with the intended shipping or billing location. Usually, this selection happens right after you select the customer in the invoice creation process.

By managing your customers and their addresses effectively, you can streamline the invoice creation process and ensure accurate record-keeping for each customer.