Customer Management

Accounting > Accounts Receivable > Customer Management

The Customer Management screen is used to manage customers for the Accounts Receivable module. Note: Buildings, Staff, and Students are available for customer documents without being created as separate customers.

Screenshot of the Customer Management screen as described on this page.

  1. Search - search by identifier

  2. Tags - filter by customer tag

  3. Include Inactive - check to include inactivated customers in search

  4. Reset - click to reset search parameters

  5. Add New Customer - click to create a new customer
    Screenshot of the Add New Customer modal as described on this page.

    1. Identifier - enter a customer identifier

    2. Name - enter the customer's name

    3. Cancel - click to return to the previous screen without saving changes

    4. Save - click to save changes

  6. Identifier - click to sort by customer identifier

  7. Name - click to sort by customer name

  8. Tags - notice customer tags

  9. Active - click to sort by active status

  10. Pencil - click to be redirected to the customer's general tab

  11. < > - click to scroll through pages