Customer Overview*

Written by Dana Kinsey

Last published at: May 1st, 2019

A Customer is a person, business or organization that you invoice for payment for services you provided. You create a Customer from a Profile (individual or organization) by selecting "Make Customer". 

To find the Customers in your system:

  • Go to Customers from the Home page 
  • Search in the Search Customers text box by typing in the name of the customer and selecting it.

The Customer record will show the system generated ID number plus Profile data (if available) such as address, email and phone. You will also see previous invoices.  From the customer page you can create an invoice, create a payment or make the customer inactive.