How to manage customers?

Mint Invoice Features

April 1, 2023 5:30 AM

Customer

Manage Customer

Mint Invoice allows you to create Customers, send them quotation & invoice.

Customer

Available Permissions

Name Action
customer:read List Customers
customer:create Create Customers
customer:edit Edit Customers
customer:delete Delete Customers
customer:export Export Customer list

To add new Customer, click on the "Add New Customer" button. You can create individual as well as company customers with different billing & shipping details.

Customer Form

Once created, you can click on the show button and get the details of the customer.

Customer Detail

Customer detail includes creating their login detail where you can assign them an email & username along with the password to login into their account.

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