Customer Profiles
Read below to learn how to create and edit your customer profiles or watch the video at the end.
Last updated
Read below to learn how to create and edit your customer profiles or watch the video at the end.
Last updated
The easiest way to add customers in your GlassBiller account is to start on the new job tab. Go to the customers section. Start adding your customer name and contact info on the form. Every customer will require, at a minimum, a phone number and name.
Once you add the information that you want and click outside of the customer box, GlassBiller will then automatically create the customer. If you want to further add or edit customer information to their profile simply click the pencil icon on the top right to open the customer's profile.
If you want to find a customer in the system that you know is already entered use the search field, you can search by name or phone number. Click on the customer you want in the search results. The left side searches all customers, the right side searches only commercial account customers.
If you have a customer selected for the job but wish to change it to a different customer simply click the "CHANGE" link on the customer box, this will open up the new customer form and customer search box. Click on a different customer or enter new customer info into the form and your customer will be updated for the job.
