Enter customers

A Customer in Manager is an entity (person, business, or other organization) with whom you have or plan to have an Accounts receivable relationship. Customers in Manager are actually subaccounts of Accounts receivable. You must first create a Customer before you can:

Not everyone to whom you sell must necessarily be defined as a Customer. You can make a cash sale involving immediate payment without creating a Customer simply by entering a name as Payer when receiving money into a cash account. But such transactions will not be recorded in a history for that Payer, even if the Payer is already defined as a Customer.

Enable the Customers tab

To enable the Customers tab, click Customize below the left navigation pane, check the box for Customers, and click Update below the list:

Create a Customer

Select the Customers tab, then click the New Customer button:

Complete the entry. Enter the legal name of the Customer and the billing address. This information will appear on sales invoices and similar documents:

Your Customer will now appear in the Customers tab. Customers are listed in alphabetical order according to their names. Use scrolling, paging, and search functions to find them. The listing shows the number of sales invoices issued to a Customer, value of any uninvoiced items (billable time and expenses), and the Customer’s Accounts receivable balance. Click on blue numbers for more details of any column.



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