This screen is used to display a list of customers and their current balance. Ship-to address may be added. The addresses may subsequently be selected when processing a sales order. The invoice address however will remain the one shown in the Customer Details Tab.
The Action Box gives access to the following actions.
Click OPEN to view/modify details relating to a customer.
Click SHIP To LOCATIONS to view/modify details relating to Ship-to addresses.
VIEW LEDGER to open the transaction register for the customer.
Click LEARNED ACCOUNTS to view/modify details relating to learned accounts. You may change the default and add or delete accounts that may have been learned by the system as transactions have been entered.
DELETE will remove the customer if there are no associated transactions.
Click on the red + symbol to enter a new: -
- Rcv - Receipt against invoice
- Cn - Credit Note
- Inv - Sales Invoice
- Cus - Customer
See Customer Details for more information on customer details.