Customers

Create and manage customers in one central secure location.

Overview

Customers allows you to create and manage your customers' details. View all invoices issued to the customer and their payments in this centralised location. The Invoices solution will automatically prefill your customer's details as stored in customers so you no longer need to type their address details with each invoice.

A customer's details, payments and interaction history can be managed using a single easy to use screen

Features

  1. 1

    Store business details including address, contact details and company identifiers

  2. 2

    Autocomplete search by email, name, company name or phone number

  3. 3

    View, print invoice payment receipts

  4. 4

    Resend, copy or view an invoice

  5. 5

    Search for customer invoices by invoice number, date range or filter

  6. 6

    Perform partial and full refunds for an invoice

How Do I Get Started

  1. 1

    Click on the Start Free Trial or Register Now button to start the process.

  2. 2

    Log into the MySuite Portal

  3. 3

    Add and manage customers

FAQs

  1. 1
    Can I update my customer's details?

    Yes, simply navigate to My Suite > Customers > Manage, search for you customer and then update their details.

  2. 2
    Can I see the invoices that I have sent to my customer?

    Yes, you can see all invoices that you have sent using the Invoices solution to your customer.

  3. 3
    Can I add additional notes about my customers?

    Yes, there is a notes section where you can add notes about your customer.

  4. 4
    Can I see the payments my customer has made?

    Yes, you can see the payments that your customer has made for invoices that you have sent them through the Invoices solution.