Use the Customers List to manage your quotes. To get here, click the Customers link in the web interface control panel. Here, you will see a list of all the customers Express Accounts has created. Users with viewer-only privileges will be unable to add and delete customers.

Add New Customer

Click this button to add a new customer.


Click the Statement icon to prepare a statement for the associated customer.


Click the Edit icon to edit the associated customer.


Click the Delete icon to delete the associated customer.