Customers

💡These articles explain customer records, invoices, credit notes, deposits and payments, the customer age analysis and ledger, and account queries.

Articles#

• Customer Age Analysis: Describes the Customer Age Analysis, which ages outstanding customer balances into periods, with its settings, buttons, data filters, fields and Data Pipelines.
• Customer Age Analysis Setup Tutorials: Shows how to customise the Customer Age Analysis by adding transactions to the WIP column and including additional invoices and credit notes.
• Customer Age Analysis Tutorial: Shows how to output customer statements, update several customer records at once and follow up on outstanding accounts.
• Customer Credit Notes Tutorial: Shows how to view, create, edit, cancel, batch update and output customer credit notes, including returning stock to inventory.
• Customer Deposits Process Guide: Compares four ways to process customer deposits, from receipts against a pro-forma invoice to a deposit invoice, with the implications of each.
• Customer Deposits Tutorial: Shows four ways to handle customer deposits, from crediting the customer account and using control accounts to invoicing for the deposit.
• Customer Invoices Tutorial: Shows how to create, output, batch update and edit customer invoices, open them in the ledger and copy a transaction to an invoice.
• Customer Ledger Tutorial: Shows how to view customer accounts and transactions in the ledger and manually create discounts, receipts, refunds and overpayments.
• Customer Payments Module: Describes the Customer Payments module for capturing part or full payments: its settings, setup steps and the Customer Receipts screen with its buttons, fields and footer.
• Customer Payments Module Tutorial: Shows how to receive customer payments from an invoice, the age analysis or the module, including deposits, change, tips and deletions.
• Customer Payments Module Setup Tutorials: Shows how to set up the Customer Payments Module step by step: general settings, payment Item Category and Items, transaction settings and the menu option.
• Customer Tutorial: Shows how to create, edit and activate customer records and how to create or edit customer categories, regions and positions.
• Customers Reference: Describes the Customers settings, list view and edit view buttons, filters and fields, plus Customer Categories, Regions, Positions and Data Pipelines.
• Managing Account Queries Tutorial: Shows how to log and track customer account queries as Service Manager tickets, from filtering and responding to notifying the customer and closing them.