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Accessing Customer Modal from Invoices

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Bytimothy A
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Overview: 

Accessing the customer modal from invoices allows you to quickly view detailed information about a customer directly from an invoice. This includes contact details, order history, payment status, and other relevant data, helping you manage customer interactions efficiently without leaving the invoice screen.

Follow these steps to access the customer modal from invoices:

Step 1: On your Dashboard, navigate to the Invoices tab under the Sales section.
Step 1: On your Dashboard, navigate to the Invoices tab under the Sales section.
Step 2: You will then be navigated to the Invoices tab.
Step 2: You will then be navigated to the Invoices tab.
Step 3: Click the customer name in the Name column.
Step 3: Click the customer name in the Name column.
Step 4: The Customer Modal will appear, showing an overview of the customer. You can also perform additional actions for that customer.
Step 4: The Customer Modal will appear, showing an overview of the customer. You can also perform additional actions for that customer.

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