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Manage Customers

This guide details how to add and manage customers in the system.

Adding New Customers​

To add new customers, navigate to Accounts Receivable > Customers > Create Customers.

Steps​

  1. Access the Form: Click on the "Create Customers" link in the navigation menu.
  2. Fill Customer Details:
    • Customer Name (Required): Enter the official name of the customer.
    • Customer Reference: An internal reference number or code for the customer.
    • Primary Email: The main email address for communication (invoices will be sent here).
    • Contact Person: Name of the primary contact at the customer's organization.
    • Telephone (Required): Primary phone number.
    • Tax Number: The customer's tax identification number (e.g., VAT number).
    • Physical Address: Street address of the customer.
    • Credit Period (Days) (Required): The number of days the customer has to pay (default is 30).
    • Postal Address: Mailing address if different from physical.
  3. Analysis Codes:
    • Assign relevant Analysis Codes if your system is configured with them. These help in categorizing customers for reporting.
  4. Add More Customers:
    • If you need to add multiple customers at once, click the + Add Another Customer button. A new form block will appear.
    • You can remove a block by clicking "Remove" in the top right of the customer card.
  5. Submit:
    • Review the information.
    • Click Create Customers to save.

Managing Existing Customers​

(Note: Navigating to Accounts Receivable > Customers > List allows you to view and edit existing customers.)

  • Edit: Update contact details or credit terms.
  • View: See transaction history and outstanding balance.