Customer contacts contain information about your customers of your business. The procedures to setup, edit and delete customer contacts is similar to that for vendors within PhreeBooks.
Customer Account features:
Entering a new Customer
Updating customer information
Deleting a Customer
Setting customer payment terms and credit limits
Entering a sales order
Deleting a sales order
Closing a sales order
Printing a sales order
Checking sales order status
Invoicing inventory from a sales order
Point of Sale (POS)
Checking customer balances
Generating a request for quote (RFQ)
Receiving a payment from a customer
Issuing a credit memo