Adding and Editing Customers

A customer record holds the contact details, billing address, invoice terms, tax setup, and default ordering preferences NolaPro uses on that customer's orders and invoices.

Add a new customer from {menu:add-customer|5BPIwntCaQ}.

Editing an Existing Customer

To change a customer, open {menu:customers|hVJMEZAnH8} and select the customer to open the multi-tab View / Edit Customer page. There you can update identity and contact information, the billing address, invoicing and tax preferences, and ordering options.