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.

• Edit: Edit the customer group
• Delete: Delete the customer group

Use this button to open the Customer groups window.

Enter the name of the customer.

Enter the customer contact person.

Enter the customer's billing address. If the customer has a different shipping address you can enter that on the Shipping Address dropdown.

This email address is the one used for sending invoices by email if email is the preferred method.

Enter the customer's shipping address.

Enter the customer's primary phone number.

Select a default salesperson for this customer.

Select or create a group for this customer.

Use the "This customer is active" checkbox to show or hide a customer from the Customers list. The "Display inactive customers" checkbox above the Customers list will show the hidden customers.

Enter any additional info about this customer that you would like to be printed on the customer's invoice.

Select the customer's default payment terms.

Select the customer's default payment method.

Use the "Set tax exempt for this customer" checkbox to set if a customer needs tax exempt.

Enter anything or details you want to store about the customer for reference. This information will not be printed on any reports.

Enter the statement you want printed at the bottom of customer reports

Click this button to record the changes made on this window.

Click this button to ignore the changes made on this window.

Customers List

• Search and Filter:
  • Keyword: Enter a search keyword (i.e. customer name, customer email, salesperson) if you want to further filter the list.
  • Search button: You must click this button to filter the record list for the search keyword.
• Name: The name of the customer.
• Balance: This is the current total balance due for the customer.
• Due Date: This is the due date of the customer's invoice.
• Last Invoice: This is the date that the last invoice for the customer was created.
• Salesperson: This is the name of the salesperson who was selected when an invoice was created for this customer.
• Email: This email address is the one used for sending invoices by email if email is the preferred method.
• Action: You can perform the following actions to the customer's entry.
  • Save Statement: Save the customer's statement as a PDF file on your computer.
  • View Statement: Preview the customer's statement as a PDF file before saving or printing.
  • Print Statement: Select this option to print the customer's statement.
  • Edit: Click this button to edit the currently selected customer record.
  • Delete: To delete customer records, click this button on the customers you wish to remove from the list.
• Preview: This preview panel displays the stored information about the customer.

Click here to open help manual for the left menu bar.