Customers

Adding a Customer

1. Navigate to the Customers tab.
2. Click the New Customer button.

For detailed instructions on filling out customer information, see the guide: Customer — Edit.

Important Considerations when Adding Customers:

• 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.
• • 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:

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. By default, customers belong to the Accounts Receivable control account. To learn more, refer to Control Accounts.

Division

If you use divisional accounting, this highlights the customer's division. See Divisions.

Billing address

Displays the customer's billing address.

Delivery address

Shows the customer's delivery address.

Receipts

Indicates the number of receipts related to the customer. Clicking directly on the number will display these receipts. Refer to Receipts.

Payments

Shows the count of payments—usually refunds—linked to the customer. Clickable link provided. See Payments.

Sales Quotes

Displays the number of sales quotes issued to the customer. Click to access the related records.

Sales Orders

Indicates how many sales orders relate to the customer. Clickable to reach the Sales Orders tab.

Sales Invoices

Shows the count of issued sales invoices. Click on the figure to review these invoices.

Credit Notes

Shows how many credit notes were issued. Clicking takes you to the Sales Invoices tab.

Delivery Notes

Displays total issued delivery notes. Clickable to access more details.

Qty to deliver

An overview of quantities still to be delivered across all inventory items to the customer. Click on this number for details by inventory item. See Customers — Qty to deliver.

Uninvoiced

If using Billable Time or Billable Expenses, displays the total uninvoiced amount for the customer.

Accounts receivable

Displays the outstanding amount owed by the customer. Balances increase with sales invoices and decrease with receipts or credit notes.

Withholding tax receivable

When tax is withheld by customers from payments owed, this displays the total withheld but not yet paid by the customer to the tax authority.

Status

Shows the customer's payment status:

• Paid (when Accounts Receivable balance is zero)
• Unpaid or Overpaid (depending on balance status)

Available credit

Displays the remaining credit if you've entered an "Available credit" amount for the customer.

Customizing & Managing 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. See Advanced Queries for more detailed instructions.