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Customer Menu – Overview

This section covers the setting up, amending and deletion of customers. It also covers the transactions carried out with these customers i.e. your Sales Ledger.

Customer Menu - Overview

Click on Customers on the title bar to see the Customers’ Overview page or on More…. at the bottom of the menu.

Customer Menu - Overview

To find a particular customer enter a few characters of the account code into the search box – a selection will then appear for you to choose from.
This page details all of the transactions and documents relating to your customer – more details are given in the next article.
Notice the Quick links – hover your mouse over them to see what they do – click on them to be transferred to the page.

Select the customer from the list to open up the customer’s details –

Customer Menu - Overview

From here you can find all the information you need on the customer and his transactions – you can also email him from this page.

Note hyperlinks in blue – see Drill Downs.


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