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This customer sheet gives you access to the history of: billing management, contact management, quote management, customer invoice management.

The tabs of the client management application

General Bank details and information
Sales data Conditions of sale specific to the customer (choice of document capture in TTC ...)
Contacts Client contact list
Ratings Associate one or more rankings with the customer
Attachments List of selected external file shortcuts
Folder Display the contents of a selected folder
Comments List of customer-specific comments based on sales items
Custom fields Allows you to fill user-defined fields
Delivery List of delivery addresses
Business Tracking List of Business Actions
History invoice quote, express invoice quote,
Commercial List of sales representatives attached to the customer


Fields with a red tag are required

Common part: Reference; Name; Accounting account
General tab: Country
Sales Data tab: Payment method

Click on the Validate button to save the card.