The Customers tab is where you manage all your business relationships with people and organizations who buy from you.
This central hub lets you track essential customer information including contact details, addresses, financial balances, and transaction history.
From here, you can monitor outstanding invoices, view payment status, track deliveries, and manage credit limits for each customer.
To add a new customer, click the New Customer button.
For more information, see: Customer — Edit
A customer is any individual, business, or organization that purchases goods or services from your business.
When you create a customer record, Manager automatically tracks their Accounts receivable balance, which represents money they owe you.
You don't need to create a customer record for every sale. Cash sales paid immediately can be processed without creating a customer.
Customer records are most useful when you need to track credit sales, issue statements, or maintain ongoing business relationships.
New customers always start with a zero balance. If you're migrating from another accounting system and the customer has outstanding invoices, you'll need to enter them separately.
To set up existing customer balances from your previous system:
• Enter each unpaid invoice individually under the Sales Invoices tab — this allows you to issue accurate customer statements immediately
• If using cash-basis accounting, Manager will correctly handle these invoices in your financial statements when they're paid
• For customers with credit balances (they've overpaid), create a credit note under the Credit Notes tab instead
The Customers tab features several columns.
There are following columns:
The Code column shows the unique identifier or reference code assigned to each customer.
Customer codes help you quickly identify customers and can be used for sorting or searching.
The Name column displays the customer's full name or business name.
This is how the customer will appear on invoices, statements, and reports.
The Email address column shows the primary email address for customer communication.
This email is used when sending invoices, statements, and other documents directly from Manager.
The Control account column indicates which control account tracks this customer's balance.
By default, all customers use the standard Accounts receivable control account.
You can create custom control accounts under Settings → Control Accounts to separate different types of customers for reporting purposes.
For more information, see: Control Accounts
The Division column shows which division this customer belongs to in your organizational structure.
Divisions help you track performance and generate reports for different parts of your business.
For more information, see: Divisions
The Billing address column contains the address where invoices and billing correspondence should be sent.
This address appears on sales invoices and customer statements.
The Delivery address column shows where goods should be shipped or services delivered.
If different from the billing address, this ensures deliveries reach the correct location.
The Receipts column shows how many payment receipts have been recorded for this customer.
Click the number to view all receipts and see payment history for this customer.
For more information, see: Receipts
The Payments column shows the number of payments made to this customer.
These are typically refunds, overpayment returns, or other payments you've made to the customer.
Click the number to see all payment transactions for this customer.
For more information, see: Payments
The Sales Quotes column shows how many quotes you've prepared for this customer.
Click the number to view all quotes, including their status and whether they've been converted to orders.
The Sales Orders column indicates how many confirmed orders are recorded for this customer.
Click the number to see all orders, including pending and completed ones.
The Sales Invoices column shows the total number of invoices issued to this customer.
Click the number to view all invoices, see payment status, and track outstanding amounts.
The Credit Notes column indicates how many credit notes have been issued to this customer.
Credit notes reduce the amount owed and are used for returns, allowances, or corrections.
Click the number to view all credit note details.
The Delivery Notes column shows how many delivery notes document shipments to this customer.
Click the number to see all deliveries, including what was shipped and when.
The Qty to deliver column displays the total quantity of items sold but not yet delivered to this customer.
This helps you track pending deliveries and manage your fulfillment obligations.
Click the number to see a detailed breakdown by inventory item.
For more information, see: Customers — Qty to deliver
The Uninvoiced column shows the total value of billable work and expenses not yet billed to this customer.
This includes both Billable Time and Billable Expenses that are ready for invoicing.
Click the amount to create a new invoice for these unbilled items.
The Accounts receivable column shows the current balance this customer owes your business.
This balance increases when you issue sales invoices and decreases when you receive payments or issue credit notes.
Click the balance to see all transactions that make up this amount.
The Withholding tax receivable column tracks tax amounts that customers have withheld from their payments to you.
In some jurisdictions, customers are required to withhold tax and remit it directly to tax authorities.
This amount represents tax credits you can claim once the customer pays the tax authority.
The Status column provides a quick visual indicator of the customer's payment status:
• Paid — The customer has no outstanding balance
• Unpaid — The customer owes money on one or more invoices
• Overpaid — The customer has a credit balance (paid more than owed)
The Available credit column shows how much more this customer can purchase on credit before reaching their limit.
This is calculated by subtracting the current Accounts receivable balance from the customer's credit limit.
Set credit limits when editing a customer to help manage credit risk.
Click the Edit columns button to customize the visibility of columns.
For more information, see: Edit columns
The Advanced Queries feature provides powerful ways to analyze and organize your customer data.
For example, if you track Billable Time, you can quickly find customers with uninvoiced work:
This is just one example. You can create queries to find overdue accounts, analyze sales by customer, identify your top clients, and much more.
For more information, see: Advanced Queries