Guides

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:

  • Issue a sales invoice
  • Sell on credit for future payment
  • Create a customer statement showing balances due or summarizing past transactions
  • Issue a credit note for return of goods
  • Generate a sales quote for future business
  • Receive a deposit or advance against future work or delivery of goods
  • Record billable time or expenses for later invoicing
  • Track your complete sales and receipts history with the entity

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. This information will appear on sales invoices and similar documents:

  • Name is the legal name of the customer
  • Code is a short alphabetic or numeric designation of your customer. If used, the code will appear after the customer’s name on transactions.
  • Currency in which the customer operates can be selected if a base currency has been set for the business. Transactions for the customer will be denominated in the designated currency.
  • Business identifier can be any useful identification information.
  • Billing address should be the mailing address of the customer.
  • Email address is where documents will be emailed from within the program.
  • Credit limit is informational. If used, the Customers tab listing will show available credit.
  • Starting balance is used only if migrating to Manager from a previous accounting system and your customer has a balance not related to sales invoices.

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. Other columns may appear, depending on which tabs are enabled. Click on blue numbers for more details of any column.

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