1. Click ‘Customer’ button on the top of the page, or on the left navigation bar, access to the customer homepage.

2. Search customer by key words, status, created time,the results can be shown in separate pages, or all in one page if you check the 'View all' box.

3. The orange customer status can be clicked to sort customers. For example, click 'Customer Group' the customers with same customer group will be sorted together; click 'Balance', the customers will be sorted by balance from high to low. Click again, then sorted by inverted order.

4. The new customer can be added by clicking the '+' button. 

5. Some customer information (with orange color) can be edited in customer page. 

6. The functions of the right four buttons are:

  • Check payment statement for this customer. The more detailed instruction of how to check and send payment statement to customers, click here.
  • Add payment to this customer.
  • Check the order history of this customer. The more detailed instruction of how to check and edit order for a specific customer, click here.
  • Delete this customer.