Documentation
Customers
Customers
← All docsAdd, manage, and organise your customer records.
Managing Customers
Customers are central to how documents function in JiffyTrade. Every Quote and Invoice must be linked to a customer record. Customer data…
How Customer Data Links to Documents
JiffyTrade uses a snapshot-based data model to protect document integrity while maintaining a centralised customer database. Customer data is: Stored centrally in…
Tax Exempt Customers Explained
JiffyTrade allows you to mark individual customers as Tax Exempt. This setting automatically affects how tax is calculated on Quotes and Invoices…