New Customer button
Use this button to open the New Customer window.
Manage Groups button
New group Button: Press this button to add a new customer group.Action: You can perform the following actions to the customer's entry.
Use this button to open the Customer groups window.Name
Enter the name of the customer.Business name
Enter the business name of the customer.Billing Address
Enter the customer's billing address. If the customer has a different shipping address you can enter that on the Shipping Address dropdown.Email
This email address is the one used for sending invoices by email if email is the preferred method.Shipping: Use billing address
Check the box to use the customer's billing address as their shipping address.Shipping Address
Enter the customer's shipping address.Telephone
Enter the customer's primary phone number.Salesperson
Select a default salesperson for this customer.Group
Select or create a group for this customer.Additional Customer Info: Additional Printed Info
Enter any additional info about this customer that you would like to be printed on the customer's invoice.Additional Customer Info: Payment Terms
Select the customer's default payment terms.Additional Customer Info: Method
Select the customer's default payment method.Private Notes
Enter anything or details you want to store about the customer for reference. This information will not be printed on any reports.Statement foot note
Enter the statement you want printed at the bottom of customer reportsSave Customer
Click this button to record the changes made on this window.Cancel
Click this button to ignore the changes made on this window.
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