View a customer

Hover the mouse over GLOBAL SETTINGS and click Customers button to view a list of your customers.

To search for a specific customer, you can type a keyword in the search box, or click ADVANCED and select the right criteria for more accurate search.

You can send an email to a customer by clicking if you have added the email address in this customers profile. To learn how to add email address, read Global settings - Customers - Add or edit a customer (not using Xero).

By clicking button, you can enable or disable a customer. You can also click to completely delete this customer.

To learn how to add/edit a customer, read Global settings - Customers - Add or edit a customer (not using Xero).