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Working with Customers

The Customer Document stores all details about the Customer.

Where you can create, recall and view all associated information and Documents of a Customer.

How to create a new Customer

  • To create a new Customer from the Explorer click SalesCustomer and click ‘Create Newplus.
  • Or from an existing lead:
    • From Leads, select the lead that must be converted.
    • Click the dropdown ‘Actions
    • Select ‘Create Customer’.

view-lead

 

Customer Key Facts

  • The Customer name must be entered, but it does not have to be unique.
  • The Ref # is a unique identifier/number associated with the Customer. See Working with Reference numbers (Ref #).
  • The Balance field by default is 0.00 for a new Customer, however it can be set to a value.
  • The Customer’s Balance field shows how much the Customer owes you. If its value is negative you owe the Customer money.
  • Once set, the Currency cannot be changed and transactions will only be in the selected currency.
  • If the Customer is VAT registered and a member of the EU:
    • Check the checkbox ‘Customer is Vat Registered’ on the Profile tab.
    • Add the VAT no. in the new field.
    • Check the checkbox ‘Is from other EC member state’.
    • This ensure VAT returns are calculated correctly.

The Customer Document

Functions include:

Edit Customer – To add or update information

Find dropdown allows searches for:

  • Sales Invoices
  • Sales Quotes
  • Sales Orders
  • Cash Sales
  • Payments Received
  • Credit Notes
  • Customer Refunds
  • Delivery Notes
  • Jobs
  • Sales Opportunities
  • Statements
  • Checks
  • RMAs
  • Contacts
  • Leads
  • Billing Addresses
  • Shipping Addresses

Actions include:

  • New Sales Quote
  • New Sales Order
  • New Cash Sale
  • New Sales Invoice
  • New Credit Note
  • New Customer Refund
  • New RMA
  • Receive Payment
  • New Sales Opportunity
  • New Job
  • View Account
  • Create Statement
  • New Contact
  • New Lead
  • New Billing Address
  • New Shipping Address
  • Take ownership
  • Delete

Also Read About


Configuring Customers
The Customer Portal
Generating Customer Statements
Working with Sales Quotes
Working with Sales Orders
Working with Cash Sales
Working with Sales Invoices
Working with Customer Credit Notes
Working with Payments from Customers (Money In)
Working with Price Levels
Working with Price Lists
Processing Credit Card Payments
Working with Sales Opportunities
Working with Jobs
Working with Contacts
Working with Leads
Leads, Prospects and Customers
Working with Prospects
Working with Memos
Importing Data
Working with Emails