Add, Edit or Delete A Customer
Pebl allows businesses to keep track of their customers and associated transactions. The below guide will assist you in creating a customer.
Transcript
Follow the below steps to create a customer using the Hub section: -
- Go to Hub section
- Select the Customer tab
- Select the blue ‘+’ button
- Enter the customer’s contact details
- Save
You will now be taken to the customer’s info page. Once they start transacting, you’ll be able to see an overview of all completed and pending transactions associated with the customer.
To edit a customer
- Go to the Hub section
- Select the Customer tab
- Select the customer you wish to edit
- Scroll to the bottom of the customer information page and select edit
You’ll now be able to edit the customer’s information. Hit save when done.
To delete a customer
- Go to the Hub section
- Select the Customer tab
- Select the customer you wish to edit
- Scroll to the bottom of the customer information page and select delete
