In order to set a customer's balance, you can import a list of invoices, or set the "Opening Balance" field using the Edit button. Note that Express Invoice does not import a customer's balance. If you have an existing list of customers in a csv file, use this option to import their information into the Express Invoice customer list. See the help topic Customer Groups in the screen references section for more information. Customer groups must exist before customers can be assigned to them. When creating a customer profile, you have the option of assigning them to a customer group. Select this option to find the next customer in the list with the last term searched for, or use the shortcut to locate the next customer in the list. From here, enter a customer name, salesperson, or phone number you want to search for to locate it in the list. Select this option to open the Find Customer window. Learn more about Express Talk at /talk/index.html. Telephone CustomerĬall the selected customer using Express Talk. Email settings are available from the Other page of the Options. This option can be used to change a group for the selected customer. ![]() This option can be used to change a sales person for the selected customer. In addition to some of the functions available on the toolbar, the customer menu offers the following options: To mark a customer inactive, see the Customer topic. Display inactive customersĬheck this box to include in the list those customers also that are marked inactive. To create customer groups, see the Customer Groups topic under the Screen References section of this help manual. Display Customers GroupĬlick on this drop down to filter and view only customers belonging to a specific customer group.
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