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Customers

Look someone up by name, phone or customer number to see what they have bought and what they owe.

Customer no. Name Company Phone Email
C0002 Dave Patel dave@example.com
C0003 Linda Brooks linda@example.com
C0001 Maria Gomez maria@example.com

New Customer

Import from a spreadsheet

Needs a Name column. A Customer no. column makes a re-import update those customers instead of duplicating them; without one, a matching email address is used.

Export to spreadsheet