Customers

Billing Manager > Configuration

The Customers screen allows you to add, edit or delete your clients or customers.

To access the Customers screen, navigate to the admin menu and select the customers option.

The following screen will be displayed when you click “Customers”.

The manage customers screen displays a grid view listing of your customers for quick viewing and by default is sorted by last name, first name.

Sorting the Customer Grid

Each column heading in the grid is a hyperlink, if you click the column heading in the grid it will sort on the field heading clicked in ascending order, if you click the column heading again the grid will sort in descending order on the field heading clicked.

Filtering Customers using custom criteria

Simply enter the value you want to search on in the textbox and click the search button and the customer grid will filter on the criteria you entered. To remove the filter and show all customers click the “Clear” button.

When you click the “Add Customer” button the following screen will be displayed: