Customers

Overview

Customer records represent companies that normally pay or owe money to you.

Individual customers are stored in the Customer Record, and a comprehensive listing of customers can be found in the Customer List.

Common Tasks

Accessing Records

• HOWTO: Search for Customers
• HOWTO: Use Customizable List Templates for searching Customer records

Creating and Modifying Records

• HOWTO: Create a New Customer Record
• HOWTO: Set Customer Credit

Operational Tasks

• HOWTO: Configure Auto-Rating
• HOWTO: Generate Customer Invoices
• HOWTO: View Customer Rate History
• HOWTO: View Outstanding A/R
• HOWTO: Receive Customer Payments

Best Practices

• Data Entry Standards