Customers are people or companies to whom you sell goods or services. They must be registered within the A/R system.
To register a new customer, enter the menu→ → . Fill in customer information, such as Company Name, Address, Phone, Fax, etc.
To search for an existing customer, use the View/Edit from the results of the search. This window is also used to look up customers when creating invoices and processing payments.→ → window. You select a customer to
If many customers match the search criteria you provide, the
search can be refined by running an additional search within the current
results. The current result set is searched when the Refine
Current Search radio button is selected. In fact,
selects this option for you after you run the initial search.
If the customer you are searching for does not match the supplied search criteria, change the search criteria, click the New Search radio button and then the Find button. The relevant step is the New Search selection. If the customer is not in the result of the original search, and you only search within this set, the customer cannot be found, regardless of new search criteria.
To return a list of all registered active customers, set the search criterion to matches regex, and place a single dot "." in the text field area. Make sure Search only active data is checked, then click . The regular expression "." means to match anything.