Step by step
- Open Contacts > Customers.
- Press New (F3) to add a customer. Name and Phone are required; give the Credit Limit, Opening Balance, Customer Group and address if needed, then press Save (F8).
- Find a customer by typing the customer ID, name or phone in the search box.
- Narrow the list with the filter bar: Customer Group, User, Customer Area and Status. Reset clears the filters and the search.
- Click Action > Manage to open the account of the customer: ledger, sales, receipts, payments and attachments.
- The other actions are Money Receipt Vouchers, Edit, Send Due Remainder via SMS or Email, and Delete.
- The last row shows the totals. Columns hides or shows columns, and Export gives every matching row as Excel or Pdf.
Good to know
- Opening Balance: choose (+) Debit when the customer owes you money from before, and (-) Credit when you owe the customer.
- Two customers of the same shop cannot have the same phone number.
- A customer who has any transaction cannot be deleted. Switch the customer off in the Status column instead; nothing can be sold to a deactivated customer.
- Turn on Column search to filter on one column. The amount columns accept 500, >500, <500, >=500, <=500 or !=0; for example Curr. Balance >0 lists the customers who have a balance.
- Import Customer adds many customers at once from a file.