Everything you need to configure a customer record
All the information you need on your Customers
28 articles
- Next Generation - The Customer Records screen
- Next Generation - Create a customer record
- Next Generation - Populate the details tab for a customer record
- Next Generation - Populate the terms tab for a customer record
- Next Generation - Populate the Settings Tab for a customer record
- Next Generation - Populate the Custom tab for a customer record
- Next Generation - Create an any currency customer
- Next Generation - Create a currency customer
- Next Generation - Customer Turnover Analysis explained
- Next Generation - Search for a customer record
- Next Generation - Edit a customer record
- Next Generation - Delete customer records
- Next Generation - Set a customer to be inactive
- Next Generation - Add a new credit control note for a customer
- Next Generation - Set a customer to be head office
- Next Generation - Set up a head office and sub office relationship
- Next Generation - Add multiple addresses for a customer
- Next Generation - Access the action panel from a customer
- Next Generation - Customise the displayed columns for the customer record list
- Next Generation - View your customers transactions or enquiries
- Next Generation - Create, edit, and delete tasks and notes for customers
- Next Generation - Set up extra custom fields for your customer
- Next Generation - Configure sort keys on the details tab for customers
- Next Generation - Create new and edit existing term templates
- Next Generation - Set up a customer and supplier relationship
- Next Generation - View, upload, download, preview, and delete documents for a customer
- Next Generation - Due date and receipt date calculation for the sales ledger
- Next Generation - Settlement discount for customers in Debtors or sales ledger explained