Customers are your debtors to whom you have sold goods or services. You can perform the following actions for them:
Add a customer
Remove / Edit a customer
Go to ledger/Create an invoice
Customer reports (All Modules > Customers) show the following information about all your registered vendors:
Opening and closing balances
Bank account details
Tax information, etc.
From here, you can
Add new customers
Manage the existing ones
Send them reminders via SMS and email.
Filter customers by date
Search for them
Customize the view (hide / display columns)
Filter by date
Click on the date range option (given at the top of the table).
A dropdown with date range options appears on screen.
These options include date range for a month, quarter, year and so on.
To define a custom date range, click on the Custom Range option.
A calendar appears on screen. Select the start date and the end date for viewing the data. The older date will be the start date.
Search For vendors
You can search for the customers by their
Simply enter the details and click on the magnifier icon (or press enter on the keyboard).
The results are displayed on the page and you can perform all the basic operations (select, send email and sms, etc.).
Some of the columns come with the option of arranging the data in the grid in ascending or descending order..
Up Arrow Key: Arranges data in ascending order (oldest to latest for dates, smaller to greater for numbers).
Down Arrow Key: Arranges data in descending order. (latest to oldest for dates, Greater to smaller for numbers).
Enable / Disable information
You can hide or display columns in the table as per your requirement. Follow these steps:
Click on the Enable / Disable icon at the top left corner of the grid.
Now select the checkbox for a column name by clicking in it. A tick mark represents that the column name has been selected. The selected column will appear in the grid. You can deselect a column by clicking in it again.
The changes take effect in the table immediately.