Description
Create, edit, and view customers from this page, as well as drill into individual customers to review their details.
Add/Edit Customer
Enter all required fields and click submit. You can also click the down arrow next to the submit button and click 'Submit and New' to open a new blank Customer to complete.
Note: On initial customer creation, you have the option to create an address and a contact. You may always create new addresses and contacts after initial creation.
The following fields are available for Customers:
Name - The Customer's name, this is used to reference the Customer throughout.
Email - The Customer's email address (used for issuing Invoices).
Description - Short text field description of customer
Terms - Customer's payment terms for an Invoice. This can be shown on an Invoice Template.
Default Days Due - Number of days from the transaction date of the invoice the due date should be set to.
Notes - Long form text field for customer.
Attachments - Include file attachments associated with the Customer.
Inactive - Inactive Customers will no longer be available to select in drop down lists (Note: Any previously created Documents (e.g. Invoice/AR Credit/SO) with the inactive Customer will still be included in tables and users can take actions against).
Contacts and Address - You can add multiple contacts and addresses associated with each customer with the fields in view in the screenshot above (begin entering the address in Line 1 and see suggestions to auto-complete address).
Custom Fields - create custom fields for Customers under Settings>Custom Fields if required.
Bulk Upload Customers
Customers can be bulk uploaded using the Customer Upload excel template, which you can find along with other templates in the Dimension Upload article. All fields seen in the prior section can be added within that template (including one address and one contact per customer).
Customer Table Actions
Edit - Update Customer details.
Delete - Delete this Customer(could fail if another object such as Journal Entries are using this).
PDF - get a PDF of all Invoices for a Customer.
Email - send account summary email to customer email address on file of the outstanding invoices.
Details - Click the customer name to view the customer's detail Page. For more information see this article: Customer Details
