This is where you can find more detail about your customers, including total invoices funded, payments received, and outstanding balance, and the customer status.
Adding a New Customer
To add a new customer, click on Add Customer, pictured below, in the upper right hand corner of the Customers tab.
Next, it will prompt you for additional information including (pictured below):
- Your customer's business name
- Your A/P Contact for this customer
- Your A/P contact's email address
- The business address & website
- The company website