Customers
Set up customer records to store addresses, contact details, billing terms, default accounts, and preferences for receiving invoices and statements by print and/or email.
From this page, you can:
Customers Grid
The Customers grid includes the following columns:
Customer ID: The unique ID for the customer. Select a customer to open the Customer Record.
Customer Name: The full name of the customer
Status: The current status of the customer (Active, Inactive, or Discontinued)
Billing Address: The street or post office address where the customer is billed
City: The city associated with the customer's address
State/Province: The state (or province, in applicable countries) associated with the customer's address
Postal Code: The zip code (or postal code, in non-US countries) associated with the customer's address
Phone: The phone number associated with the customer's address
Contact: The full name of the contact associated with the customer's address
Class: The class of the customer
Type: The type of customer
Taxable: "Yes" if you selected the "Taxable" option on the Customer Record, otherwise "No"
Merge Customers
You can merge two customer records to combine all data history into a master record and delete the secondary record. To merge, select two customers from the grid, then select Merge. Choose which record you want to keep as the master. Note that this action is permanent and cannot be undone.
Delete Customers
Before deleting a record, ensure you’ve selected the correct record you want to remove from the system. Deletion is permanent and cannot be undone.
