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 the
Contact type as Other when receiving money into a bank or cash account. But such transactions will not be recorded in a history for that contact, even if the contact is already defined as a Customer.
To enable the Customers tab, click Customize below the navigation pane, check the box for Customers, and click Update below the list:
Select the Customers tab, then click the New Customer button:
Complete the entry. This information will appear on sales invoices and similar documents:
Nameis the legal or billing name of the customer
Codeis a short alphabetic or numeric designation of your customer. If used, the code will appear after the customer’s name on transactions.
Credit limitis informational. If used, the Customers tab listing will show available credit.
Currencyin which the customer operates can be selected if a foreign currency has been defined for the business. Transactions for the customer will be denominated in the designated currency.
Billing addressshould be the mailing address of the customer.
Delivery addressis optional. This field appears only when the Delivery Notes tab is enabled and will be used on delivery notes.
Divisionallows you to assign a customer to a specific division of the business. An unassigned customer will belong to the entire business. The field appears only if divisions are created in the Settings tab.
Control accountallows you to assign the customer to any custom control account made up of customers. Accounts receivable is the default. This field appears only if at least one custom control account for customers is defined.
Available creditcan be set only if a start date has been set in the Settings tab. See another Guide for details about starting balances.
Default due datecheckbox brings up a
Net daysfield when checked. The number of days indicated will be automatically added to the issue date of any sales invoice created for this customer.
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 and the setup of any custom fields. Click on blue numbers for more details of any column.