Purpose:

Search, create, edit or delete customers.

Explanation: 

Customers are individuals or businesses that purchase goods or services from you. Customers are used in invoices.

Actions:

Create a new Customer: Click "New Customer" to create a new Customer. See documentation for New Customer.

Import: Upload customers from a CSV file.

Search for a Customer: 

• Search Alphabetically: Click on the first letter of the Payee name to get a list of payees whose name start with that letter.
• Use Search Field: Enter a name in the search field and click "Search".
• Return to Entire List: Click "Reset" to undo the search and return to the entire list of Payees.

Edit a Customer: Click "Edit" to edit information on a Customer. Enter changes to the Customer information and click "Save". 

• Name: (required) Enter Customer name.
• Email: Enter Customer email address.
• Phone: Enter Customer phone number.
• Fax: Enter Customer fax number.
• Website: Enter Customer website.
• Address: Enter Customer street address.
• City: Enter Customer city.
• State: Enter Customer state.
• Zipcode: Enter Customer zipcode.
• Notes: Enter any notes in this field.
• Save: Click "Save" to save changes to the Customer information.
• Cancel: Click "Cancel" to exit without saving

Delete a Customer: Click "Delete" to delete an individual Customer. You will be asked to "Confirm" or "Cancel" the deletion.

Additional Resources: