How do I view my customer’s details?

Once you have created a customer you can view the customer details in the Customers module or in the transactions you create.

To view customer details in the Customers module:

• Go to Sales then Customers.
• Click the customer whose details you want to view.

To view customer details in the transaction creation page:

• Go to the desired module.
• Select the customer in the edit or create page.

Click View Customer Details from under the customer name and the customer details will open in a contextual sidebar.