Customer page

The customer page can be accessed by going to Invoices then clicking on a customer name.

You can Add or Edit contact information for that customer, which will link through to that customer’s contact details page in Xero.

Under Settings you can select whether or not the customer is chased or not chased by default. If you set that customer not to be chased, all new invoices for that customer will not be chased by default. If you have stopped chasing someone, you can always start chasing the customer again by unticking the ‘Don’t chase’ checkbox.

You can also see in which schedule the customer is in. Clicking the link will take you to that customer's schedule.

 

 

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