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Client Sales Summary

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This allows you to view the client information such as 

  • Name
  • Company name
  • Email address
  • Phone number
  • Shipping address
  • Billing address
  • Birthday 
  • Client note 

In addition to the above, you can view the sales transaction history. This displays a list of invoices created and sent to the customer, as well as their status e.g., paid, not paid, deposit paid, etc.

To view customer summary:

  1. Click view from the dropdown 
  1. Here, you would see the following customer data
    1. Summary 
    2. Customer information 

To view customer sales transactions 

  1. Switch between the overview and sales option 

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