Accessing a Customer

Details how to open the account screen for a customer.

Open Customers Screen

Open Customers Screen

Under Lists, select the Customers option.

Select a Customer

Select a Customer

From the Customers screen, select a customer to open that customer's account page.  You may use the search and filter features to quickly find a specific customer.

Customer Screen

Customer Screen
  1. Save - Saves any changes made to the information above the button.
  2. Add Opening Balance - Used to enter the opening balance for this customer's account.
  3. Add New Item - Create a new customer.
  4. Transactions - View all credits, invoices, and payments involving this customer's account.
  5. Edit Address - Edit the shipping address.
  6. Delete Address - Delete the shipping address.
  7. Add new address - Add a new shipping address.