Bizwazi help topic

Customers

Create and manage customer records for invoices and business history.

Most useful guides

What to do if you created a duplicate customer

Handle duplicate customer records carefully so invoice history stays clear.

How to handle customers who owe money

Use invoices and balances to track customers who still need to pay.

All Customers articles

7 articles

What to do if you created a duplicate customer Handle duplicate customer records carefully so invoice history stays clear. Featured guide

How to handle customers who owe money Use invoices and balances to track customers who still need to pay. Featured guide

How to add a customer Create a customer record before creating invoices or tracking customer history.

How customers link to invoices Understand how customer records help track invoices and outstanding balances.

How to edit customer details Update customer phone, email, address or name when details change.

How to search for a customer Find a customer quickly when creating invoices or reviewing customer records.

How to keep customer contact details organised Keep phone numbers, emails and addresses clear for invoice follow-up.