Everything you need to configure a customer record
All the information you need on your Customers
26 articles
Next Generation - The Customer Records screen
Next Generation - Create a customer record
Next Generation - Create a currency customer
Next Generation - Create an any currency customer
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 - 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 - Configure sort keys on the details tab for customers
Next Generation - Set up extra custom fields for your customer
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
Next Generation - View your customers transactions or enquiries