Guides and Documentations

Find detail and step-by-step instruction on how to use MYACCOUNTAN

platform and its features.

Customers details:
 To view the Customers, click on the Customer tab in the left side menu
bar.

 In Customer tab you can view the Customer name related to your
business operation.
 Guides and Documentations
Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.

 To find a Customer name, click on search option and write the name of
Customer you want to find.

 To upload an file of Customer to your business account, click on import

button in Customer page and select the file then upload it.

 After clicking on Import button, choose the file and click on upload
button to upload the file.
 Guides and Documentations
Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.

 To download excel template format of customer file, clicking on the link

(Need an excel template) and then download excel template to your
account.

 After downloading the Customer excel format, it will display as below

screenshot and
 Guides and Documentations
Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.

 To add new Customer to your account, click on Add new button in

Customer page and fill the Customer details such (Basic Info, Billing
Address, Shipping Address etc).

 BASIC INFORMATION: such as (Name, Email, Phone number, customer

billing number) etc.
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platform and its features.

 BILLING ADDRESS: (Such as Street Address, Suburb/City, State, post

Code, Country,) etc

 SHIPPING ADDRESS: (such as Street Address, Suburb/City, State, Post

Code, Country,) etc. or you can enable (use same as billing) if the billing
address and shipping address is same of the Customer.
 Guides and Documentations
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platform and its features.

 After successfully filling the customer detail (such as Basic Information,

Billing Address and Shipping Address) then click on the save button to
save the customer details.

 After adding new customer. You can view the (new added) Customer in
the Customers list on the Customer Tab in the left side menu bar.
 Guides and Documentations
Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.

 To edit the Customer detail, click on the name of the Customer you want
to edit, then fill the Customer details such as Basic Info, Billing Address,
Shipping Address etc. then click on save button to save the details.

 To delete a Customer from your Business account, click on the name of

the Customer you want to delete, after that click on the delete button
on top right corner in the Customers details.
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Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.

 After editing the customer detail (such as Basic Information, Shipping

Address, and billing Address) then click on activity option to view a
particular customer’s activity.

 In Customer Activity you can view Customer details such as (Cash Sales,
Credit Sales, Payments and Balance) as well as Filter option also.
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Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.

 To view a Customer’s Activity by particular (Year Month or Quarter) click

on the Filter option and select the (Year, Month, and Quarter) filter as
per your preference and click on Apply button.
 Guides and Documentations
Find detail and step-by-step instruction on how to use MYACCOUNTAN
platform and its features.