Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Customer Database > Definition
Getting Started
Company Information
Add New Company
Open Company
Update Company
Delete Company
Add Company Logo
Remove Company Logo
Set System Data
Default Document Setting
Payment Terms
Inventory Category
Reference Code
Email Format
Setup Email Server
Personal Preference

Inventory Database
Add new Inventory
Update Inventory
Delete Inventory
Add Inventory Photo
Remove Inventory Photo
Import Inventory
Export Inventory

Customer Database
Add new Customer
Update Customer
Delete Customer
Add Customer Photo
Remove Customer Photo
Import Customer
Export Customer

Sales Person Database
Add new Sales Person
Update Sales Person
Delete Sales Person
Add Sales Person Photo
Remove Sales Person Photo
Add Sales Person Signature
Remove Sales Person Signature
Import Sales Person
Export Sales Person

Draft Quotation
Generate Quotation
Update Quotation
Delete Quotation
Duplicate Quotation
Customize Template

Draft Invoice
Generate Invoice
Update Invoice
Delete Invoice
Duplicate Invoice
Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Set Password
Data Backup


Customer Definition

Xin Invoice 3.0 simple Customer Database allows you to maintain your customer information. You may keep your customer information such as Name, Contact, Photo and etc. You may also view the current balance of your customer. You may also easily have a glance of the list of Invoice, Quotation and Credit Note history of your customer, which helps to understand more about your customer.

Fields Definition
Fields Definition
Name The name of your customer. If it is a company, enter company name, if it is an individual, enter contact person name.
Email Email of your customer, or the contact person.
Phone Phone number of your customer, or the contact person.
Fax Fax number of your customer, or the contact person.
Billing Address Billing address is where the invoice, quotation, or other document to be delivered to.
Shipping Address Shipping address is where the goods to be delivered to. It will be used in Delivery Note.
Payment Terms The default Payment Terms of this customer. You can still edit this value when you generate an Invoice.
Contact Person You may have multiple contact person for one customer. Thus enter all the contact person information here, and choose which contact person is related when you generated your invoice, quotation, credit note or delivery note.
Tax Name The tax that applied to this customer. It will be displayed in the invoice, quotation and credit note print out template.
Tax No. Tax number of the customer.
Template Select the default template that will be used for a particular customer. The selected template will be used each time you print a document for this customer.
Photo Photo of the Customer. It is for own reference and won't be used in any of the print out template.
Attachment Attachment is an additional function that you can attached any important file related to the Customer into the system. Example, you may attach photo, sales order of the customer etc for reference.

Next : Click here to learn how to add new Customer >>
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