How to search customer

updated 11 months ago

  1. Log in to http://app.simplebks.com   

  2. Scroll down to the left sidebar and click on Customer

  1. In the search bar, enter the relevant search criteria to find the desired customer. You can search by Customer name, Email, Phone No, Customer ID, or any other identifying details you have.

  1. For example: To search for a customer's details using name> move to the search bar and type the customer's first name

  1. Click on it to view the customer's transaction details and history

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