Managing Clients
Add and edit clients, view sales summaries, export your client list and restore deleted records.
6
guides
All guides in this category
Add Clients
Add a new customer to Vencru with their contact details, so you can invoice, quote and track sales to them.
1 min read · Updated June 19, 2023
Edit Clients
Update a customer's contact details in Vencru — name, email, phone and more — from their record's drop-down menu.
1 min read · Updated June 19, 2023
Delete Clients
Delete customer A customer’s data on Vencru can be deleted from the drop-down menu.
1 min read · Updated June 19, 2023
Restore deleted clients
Restoring deleted customers allows you to restore a client which you may have deleted in error. From the drop-down:
1 min read · Updated June 2, 2023
Client Sales Summary
View a customer's contact info and full sales history in Vencru, including invoice status and payments.
1 min read · Updated June 19, 2023
Export clients
Download your Vencru client list as a CSV file for record-keeping, mailing lists or reporting.
1 min read · Updated June 19, 2023
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