Customers

A customer is a person or company that buys goods or services from you. You issue them an invoice and receive payment from them. Any unpaid amount is recorded as Accounts Receivable. 

Click on resources and go to its first option, i.e., customer, and click on it. 

Customer 

Click on the customer tab, and you can see a new window appear on your screen. 

You can see different tabs that show the overall numbers and performance of customers. 

In this given window, you can understand the company’s customer and sales performance.

In the given picture, the current month’s record is presented, and below it, it also shows you the overall fiscal year performance.

• Customers: Tell us about the customer in a specific month and the total number of customers in the fiscal year of the current period. 

• Sales: how much sales you recorded in this month compared to total sales for FY-current year. 

• Quotes: How many quotes have you given to the customer? Also, what is the worth of the quotes that have been issued so far in FY2025? 

• Receivables are mentioned to show us the amount that is due by customers and show the total receivables of FY-current year. 

Below you can see a list of customers mentioned. 

On one side of the table, you can see a list of customers, and on the other side, the last activity is given, and adding a new invoice and quotations/proforma invoices are mentioned. 

Basically, through this table, a user can manage invoices and quotations for multiple clients efficiently.