Description

Manage all customers from this page:

Add/Edit Customer

Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Customer to complete.

On initial customer creation, you have the option to create an address and a contact. You may always create new addresses and contacts after initial creation.

The following fields are available

  • Name - The customer's name, this is used to reference the customer throughout the product
  • Email - The customer's email address, email address used for issuing invoices
  • Description - Short text field description of customer
  • Terms - Customer's payment terms for an invoice. This can be shown on an invoice template
  • Notes - Long form text field for customer.
  • Attachments - include file attachments associated with the Customer
  • Inactive - Inactive Customers will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Invoice/AR Credit/SO) with the inactive Customer will still be included in tables and users can take actions against)
  • Contacts and Address - You can add multiple contacts and addresses associated with each customer with the fields in view in the screenshot above (Begin entering the address in Line 1 and see suggestions to auto-complete address)

Actions

  • Details - Click the customer name to view the customer's detail Page. For more information see this article: Customer Details
  • Edit - ¬†Update customer fields
  • Delete - ¬†Delete this customer
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