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
- Generate delivery notes
- 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 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.
Enable the Customers tab
To enable the Customers tab, click Customize below the 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:
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Complete the entry. This information will appear on sales invoices and similar documents:
Name
is the legal or billing name of the customerCode
is a short alphabetic or numeric designation of your customer. If used, the code will appear after the customer’s name on transactions.Credit limit
is informational. If used, the Customers tab listing will show available credit.Currency
in 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 address
should be the mailing address of the customer.Delivery address
is optional. This field appears only when the Delivery Notes tab is enabled and will be used on delivery notes.Email
is where documents will be emailed to the customer from within the program.Division
allows 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 account
allows 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.Starting balance
Available credit
can be set only if a start date has been set in the Settings tab. See another Guide for details about starting balances.- The
Default due date
checkbox brings up aNet days
field 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.