Customer

New Customer

Press the „New” button on the toolbar and select „Customer” menu.

macOS invoice new button
macOS invoice new customer

Modifying / Deleting Customer

Press the „Customers” button on the toolbar and select the required customer by clicking on it. Press either the „Modify” or „Delete” buttons. A customer can also be opened for modification by double-clicking on it.

macOS Invoice - Modify and delete customer
Modify and delete customer

Editing Customer

Customer editing window can be accessed at any time, even during editing a document.

macOS Invoice - Edit customer
Edit customer

Default fields on the document

The default setting options will automatically be set as soon as you dropped the Customer on the document.

  • Currencies
  • Payment Methods
  • Payment Terms

Information Fields

The following fields do not appear on the document, they only provide information to us. You can search on these too..

  • Telephone
  • Other