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My business and website
Clients
In Clients you keep the contact details of the people who buy from you and see, for each one, how many orders they placed, how much they’ve paid and how much is open.
Add a client
- Click + New client.
- Fill in Name (required) and, if you like, Phone / WhatsApp, Email, Tax ID, Address, City, Birthday and Notes (preferences, measurements, favorite colors).
- Click Save.
Tip: You can also create a client straight from an order by typing their name in the new client field.
The client list
- Search by name, phone, email or city.
- The phone number becomes a link that opens the WhatsApp chat.
- The columns show Orders, Paid so far and Open.
- Clients with a birthday this month show a little cake 🎂 and the date.
Client details
Click the name to see their orders and receivables. From there you can Edit or create a New order with the client already selected.
Delete
In Edit, use Delete. Their orders and bills remain, just without a client.