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Customers

Create and manage customers in AR in softledger

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated over a week ago

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.

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

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