How do I view my customer’s details?

Once you have created a customer you can view the customer details in the Customers module or in the transactions you create.

To view customer details in the Customers module:

  • Go to Sales then Customers.
  • Click the customer whose details you want to view.
View Customer

To view customer details in the transaction creation page:

  • Go to the desired module.
  • Select the customer in the edit or create page.

Click View Customer Details from under the customer name and the customer details will open in a contextual sidebar.

View Customer
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