Guide Categories
Customers
Effectively add, organize, and manage information related to your customers and accounts receivable.
Overview
The Customers tab in Accounter enables you to effectively add, organize, and manage information related to your customers. Customers in Accounter represent individuals, businesses, or organizations from whom you either expect payment or have received payment, reflecting an Accounts Receivable relationship.
Adding a Customer
- Navigate to the Customers tab.
- Click the New Customer button.
For detailed instructions on filling out customer information, see the guide:Customer – Edit.
Important Considerations
- You do not need to create a customer for every sale. Immediate cash sales can be processed without creating customers.
- Every new customer begins with a zero starting balance.
- When migrating from another accounting software, enter unpaid invoices individually in the Sales Invoices tab to:
- Issue customer statements immediately
- Accurately reflect payments in your financial statements and tax reports, particularly important for cash-basis accounting
- If a customer does not have unpaid invoices but instead holds a credit balance, create a credit note under the Credit Notes tab.
Customer Tab Overview
The Customers tab displays multiple informational columns:
| Field | Description |
|---|---|
| Code | Displays the assigned customer code |
| Name | Shows the customer's name |
| Email address | Lists the customer's email address |
| Control account | Shows the default or custom control account assigned to the customer |
| Division | If you use divisional accounting, this highlights the customer's division |
| Billing address | Displays the customer's billing address |
| Delivery address | Shows the customer's delivery address |
| Accounts receivable | Displays the outstanding amount owed by the customer |
Customizing Customer Lists
Edit Columns
Use the Edit columns button to show or hide columns according to your specific needs.
Learn more in the guide:Edit columns.
Advanced Queries
To further manage your customer data, make use of Advanced Queries for filtering, sorting, and grouping customers. For example, you could filter customers with an uninvoiced billable amount.
This powerful feature allows many other possibilities for organizing your data. SeeAdvanced Queries for more detailed instructions.