ProAcc - Money Management Saas

The Customer page is a centralized hub designed for admins to manage and track their customers or clients efficiently. It provides a user-friendly list view that displays all the currently added customers. Each customer is represented as a distinct entry in the list, showing relevant information such as their name, contact details, and customer type.

By clicking on a customer's name in the list, the admin can access a detailed view that provides comprehensive information about the client. This includes their personal details, such as address, phone number, and email, as well as a history of their invoices and bills.

The Customer page also empowers the admin with various quick actions to streamline their workflow. They can easily edit the client's details if any changes are required, create invoices for the customer directly from this page, or remove them from the customer list if necessary.

To enhance efficiency, the page offers sorting options for the listing table. The admin can quickly filter customers based on specific criteria, such as customer type (e.g., agencies or individual clients) or newly added customers. This sorting functionality allows for easy navigation and organization of the customer data, ensuring a seamless experience for the admin.

Hope you will like the concept.