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How to see customer lifecycle?

Written by Support Team

How to see Customer Lifecycle?


To see Customer Statement please go to Invoices > Customers
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1) You will see the screen with all your customers list. You can also create new Customers through +New Customer.
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2) Click on the Customer Name to see their statement.
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3) The Customer screen showing the Customer Name, Email, Website, Billing & Shipping Information, Tax Information & Payment Details.
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4) You will get the detailed statement of your customer like Invoices raised, Estimates, Receipts, Expenses and other vouchers.
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5) The Create New option helps you to make and Invoice, Estimate or Receipt.
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