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Product & Promo

Product & Promo

Blixo makes it easy to add and update customers. While a customer can be added when creating an invoice, a customer can also be created simply by selecting:

Customers → New Customer

You will be prompted to add a name, account number (this will generate if left blank), and an email address. On the New customer set up, you can also add a payment method, billing address, specify allowed payment methods, and allow chasing on the customers profile. If you do not know this information, you can leave these items blank.

Once a customer is created, you can apply invoices, pending line items, and subscriptions to the customers account.