Customer Center
1. To create a new Customer, go to Customer Center from listing page and click Add Customer.
2. You have to fill out all asked information while creating new customer;
3. You may enter Account, Address, Financial and Additional informations respectively;
4. In More button you may Receive Payment, AddPrepayment with Prepayment List;
5. In Action Bar you may see Customer summary, Edit customer with remove Customer and you may Add Sales Quote and Order with Sales Invoice;
6. By editing Customer information also you may send Sales Quote and Invoice, Activities, Cases and Tasks
See also
- Bank reconcilation
- Spend Money
- Receive Money
- Storefront
- Stock Valuation
- Reports Overview
- Chart of Accounts Overview
- Dividends Payable
- How to build Assembly Item?
- What is Assembly Item?
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Products & Services Overview
- Spending and Receiving Transactions
- Import Manual Transactions
- How to make Journal Entries for Retained Earnings
- Manual Transaction Overview
- Closing the Fiscal Year
- Consolidated Reports
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Multi-Company Settings
- Overview of Role Level Access
- Move Inventory to Another Warehouse
- Stock Transfer
- Stock Adjustments
- Add Fixed Asset
- Workflow of Expense Claims
- About Expense Claims
- Expense Claims Overview
- Purchases / Bills Overview
- Supplier Center
- How to add Purchase Invoice
- How to add post dated check
- How to add Check
- Progress Invoicing
- Recurring Invoice
- Timesheet based Invoice
- How to add Sales Invoice
- Sales Invoice
- Multi-currency in invoices
- How do I use Sales Orders
- How to add Sales Order
- Sales Order
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Quote
- Importing Data
- Sales Overview
- Serial Numbers
- Add-ons Library
- Tax Rates
- Multiple Currency
- Transaction Numbering
- Invoice Payment
- Accounting Overview
- Landing Cost
- Mark as Open
- Delete Purchase Order
- Edit Purchase Order
- Receive Purchase Order
- Print Purchase Order
- Send Purchase Order
- Add Purchase Order
- Accounting Getting Started