Customer List
On the main screen of EasyBilling, user can access the Customer List by clicking on the [Customer List] icon located on the left-hand side.
The Customer List serves as a repository for storing all customer information. When preparing a document, users have the option to load customer information directly from the Customer List, streamlining the process.
The Tool Bar in the Customer List provides several useful functions, including:
- New – Add a new customer to the list.
- Edit – Modify the details of the selected customer.
- Delete – Remove the selected customer from the list.
- Import – Import customers from an XLS file.
- Export – Export the entire customer list into PDF, XLS, or HTML format.
- Print Address – Print the address of the selected customer on a label.
- Print All Address – Print the addresses of all customers on labels.
- Category List – Manage customer categories for better organization and classification.
Within the Customer List, customers are displayed in a table format, providing a clear overview of their information. Users may sort the table by clicking on the header of each column, allowing for easy organization of customer data. Additionally, a search box is available in the upper right corner, enabling users to quickly locate specific customers by entering relevant search terms.