Overview
Getting Started
- Installing Business Suite
- System requirements
- Upgrading
Dashboard
Customers
- Creating a Customer Account
- Customer List
- Companies
Accounting
- Bank & Cash Accounts
- Adding Bank & Cash Account
- Account Balances
- Deposit
- Expenses
- Account to Account Transfer
Sales
- Creating Invoice
- Managing Invoice
- POS
- Recurring Invoice
- Creating Quote
- Managing Quotes
- Invoice Payments
Purchase
CRM
- Creating and managing leads
Support
- Creating Ticket
- Solving Tickets
- Predefined Replies
- Tickets Department
Knowledgebase
- Articles
- Writing Article
Orders
- Placing new order
Documents
Tasks
Calendar
Products & Services
- Products
- Services
Reports
- Account Statements
- Income Reports
- Expense Reports
- Income vs Expense
- Reports by date
Utilities
- Activity Log
- Email Message Log
- Invoice Access Log
- Database status
- CRON Log
- Integration Code
- System status
- Terminal
Appearance
- User Interface
- Customize
- Editor
- Themes
Settings
- General Settings
- Staff
- Roles
- Localization
- Currencies
- Payment Gateways
- Expense Categories
- Income Categories
- Units
- Tags
- Payment Methods
- Sales Taxes
- Email Settings
- Email Templates
- Custom Contact Fields
- Automation Settings
- API Access
- Choose Features
- Checking Version
- Langugage Settings
- Timezone
API
Developer Documentation
Changelog
- Version 3.4
- Version 3.3
- Version 3.2
Other Features
How to
- Generate invoice automatically after placing order
- Upload admin profile picture
- Give access to an employee that only allows to access certain data
- How to modify prefix
- Editing Template File
- How to generate Demo data
- Import Data
- Moving to HTTPS
Licensing
Troubleshooting
- Common Troubleshooting Tips
- Enabling Dev Mode
- Resetting password

Customer List

All customers will be shown in Customers → List customers

You can also do following things in that page-

You can select customers and Send bulk email
You can select customers and assign to specific groups
You can perform bulk delete for customers
Export customers as csv file
Import customers from csv file
Export as pdf

Customer List

You can also do following things in that page-

CloudOnex

Product

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