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How to see customer lifecycle?
How to see customer lifecycle?
Harshal Katre avatar
Written by Harshal Katre
Updated over a week ago

How to see Customer Lifecycle?

To see Customer Statement please go to Invoices > Customers

1) You will see the screen with all your customers list. You can also create new Customers through +New Customer.

2) Click on the Customer Name to see their statement.

3) The Customer screen showing the Customer Name, Email, Website, Billing & Shipping Information, Tax Information & Payment Details.

4) You will get the detailed statement of your customer like Invoices raised, Estimates, Receipts, Expenses and other vouchers.

5) The Create New option helps you to make and Invoice, Estimate or Receipt.

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