The Customer Module in YoBoox SaaS provides you with a comprehensive view of your customer base and enables efficient management of customer-related tasks. Here’s what you can expect from this module:
Customer List
Access a list of all your customers, displaying essential details such as customer ID, name, contact information, email, balance, and last login. An action column allows you to perform actions such as editing, deleting, or viewing customer details.
Customer Details View
By clicking on a customer ID, you can delve deeper into the customer’s profile. This view provides comprehensive information including customer info, billing info, shipping info, and company info. Additionally, you’ll find a list of proposals associated with the customer, displaying details like proposal ID, issue date, amount, and status. The action column allows you to perform actions such as converting a proposal into a retainer or invoice, duplicating a proposal, viewing proposal details, editing proposals, or deleting proposals.
Proposal Details View
Clicking on a proposal ID allows you to access all the important details regarding that proposal. You can review information such as the proposal issue date, amount, status, and more.
Invoice List
View a list of invoices associated with the customer, displaying details such as issue date, due date, amount due, and status. An action column provides options to duplicate invoices, view invoice details, edit invoice details, or delete invoices.
Invoice Details View
Clicking on an invoice ID allows you to access all the crucial details regarding that invoice, facilitating efficient management and tracking of invoice-related information.
Additional Functions
At the top of the page, you’ll find buttons that enable you to perform various actions such as creating new invoices, creating proposals, generating customer statements, editing customer details, and deleting customers. These functionalities empower you to manage your customer relationships effectively and streamline your business processes.
With the Customer Module in YoBoox SaaS, you have all the tools and capabilities you need to efficiently manage your customer relationships and drive business growth.
