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Contracts Tab

View a list of contracts for a particular customer.

Written by Jasmine

Within the contracts tab, you will be able to see an overview of your customer 's information which includes name, reference, email, address and status etc. You will also be able to see a list of contracts set up for that particular customer within the table.

To view the Contracts Tab:

  1. Under Customers/Contracts section, within the search bar, enter the customer’s name, bank reference or other identifying details.

  2. Click the Filter icon to find the customer’s record.

  3. Click on the relevant customer.

The contracts tab will open by default.

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