Customers

Introduction To Customers.

Customers are essential users who rely on the software to streamline their financial processes and ensure compliance. At Simplebks, we aim to meet the diverse needs of our customers, offering customizable features, robust security, and ongoing support to ensure customer satisfaction and successful software implementation.

updated 11 months ago

How to Add New Customer

Adding customers is a fundamental step in managing your business relationships effectively. With Simplebks, we keep accurate and up-to-date customer information readily accessible, to better equip and deliver excellent customer service.

updated 10 months ago

How to Import customer.

Importing customers into your data can save you time and effort when you have a large number of customer records to add.

updated 11 months ago

How to filter

With Simplebks, Filtering data in your transaction allows you to narrow down your search results and focus on specific information that meets your criteria.

updated 11 months ago

How to search customer

With Simplebks, searching for customers is a useful way to quickly locate specific customer information or transactions. By utilizing the customer search functionality, you can quickly locate specific customer records, review their details, and access relevant transactions.

updated 11 months ago