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Customer Information

Customer Info Settings

By default, the Customer Information is set to include the Customer Name. However, users have the option to enable additional fields to display other relevant customer information in the document. These fields include Address, Telephone, Email, VAT Number, and Remarks. Enabling these fields allows you to provide a comprehensive customer’s details within the document. Users … Read more

Customer List

Customer

The Customer List serves as a central storage for all customer information. Users can efficiently manage customer details and easily load customer information directly from the Customer List when preparing documents. The Tool Bar provides the following functions: New – Add a new customer. Edit – Modify the information of the selected customer. Delete – … Read more