Customers

In the Customers screen, you can see a list of all your customers and their outstanding balances. Customers are individuals or businesses for which you provide services or products>.

To open the Customers screen, click Customers in the navigation panel.

Note: The Last Active date is either the date of the customer's last sales transaction (invoice or payment) or the date of the last time you edited the customer.

  • Add customers
  • See customer activity
  • See customers' open balances
  • Add sales

  • See only your customers with a past due balance.

    Note: Mark the View Past Due Only checkbox.

  • See customers you have made inactive.

    Note: Mark the Include Inactive checkbox.

  • Find a specific customer.

    Note: Enter the customer's name in the Search Customer field.

  • Send an email.

    Note: Click Email.