Customer List

On the main screen of EasyBilling, user can access the Customer List by clicking on the [Customer List] icon located on the left-hand side.

The Customer List serves as a repository for storing all customer information. When preparing a document, users have the option to load customer information directly from the Customer List, streamlining the process.

The Tool Bar in the Customer List provides several useful functions, including:

• New – Add a new customer to the list.
• Edit – Modify the details of the selected customer.
• Delete – Remove the selected customer from the list.
• Import – Import customers from an XLS file.
• Export – Export the entire customer list into PDF, XLS, or HTML format.
• Print Address – Print the address of the selected customer on a label.
• Print All Address – Print the addresses of all customers on labels.
• Category List – Manage customer categories for better organization and classification.

Within the Customer List, customers are displayed in a table format, providing a clear overview of their information. Users may sort the table by clicking on the header of each column, allowing for easy organization of customer data. Additionally, a search box is available in the upper right corner, enabling users to quickly locate specific customers by entering relevant search terms.