Customers

💡These articles explain customer records, Price Lists and promotions, the Customer Age Analysis, the Customer Detailed Ledger and customer statements.

Articles#

• Customer Age Analysis – Transactions: Describes the buttons, filters, fields and footer of the view that ages each outstanding customer transaction.
• Customer Age Analysis and Ledger Tutorials: Shows how to view the Customer Age Analysis and customer ledgers, send statements and add work in progress.
• Customer Age Analysis and Statements: Describes the Customer Age Analysis settings, buttons, filters and fields, and the customer statements it sends.
• Customer Detailed Ledger: Describes the buttons, filters, fields and footer of the Customer Detailed Ledger, with its running balance.
• Customer Records List and Edit Views: Describes the Default and Accounting customer lists and the customer record, with their buttons, filters and fields.
• Customer Records Tutorials: Shows how to view, create, edit and delete customer records and add notes or attachments.
• Price Lists: Describes Price Lists and how they set customers’ sell prices, and the Promotions tab: its buttons, fields and how promotions are applied.
• Price Lists Tutorials: Shows how to create Price Lists and promotions, add Price Lists to one or many customers, set their prices, expire promotions and delete Price Lists.