Customers

The Customers tab in Manager allows you to add, organize, and manage the details of all your business's customers. Here, you can view information like the customer's code, name, email, billing address, and more. Additionally, this tab gives you access to financial information about your customers, including their transaction history, balances, and credit limits.

To add a new customer, click the New Customer button.

See Customer Form for more information on creating and editing customers.

Understanding Customers in Manager

A Customer in Manager refers to an individual, business, or organization from whom you expect to receive or already receive payment, indicating an Accounts Receivable relationship. You don't need to set up someone as a customer for every sale. If a sale is paid for in cash immediately, you can process it without having to create a customer.

When a customer is created, their starting balance is zero. If migrating from another accounting system, enter unpaid invoices for this customer under the Sales Invoices tab.

• Entering unpaid invoices individually ensures you can start issuing customer statements in Manager from day one.
• When invoices are paid, Manager will correctly reflect them on your financial statements and tax reports if using cash-basis accounting.
• If the customer has no unpaid invoices but instead has a credit, you can create a credit note under the Credit Notes tab.

Columns in the Customers Tab

The Customers tab features several columns that display various pieces of information about each customer. You can customize which columns are visible by clicking the Edit Columns button.

See Edit Columns for more information.

Below is an explanation of each available column:

Code

The Code column displays the customer code.

Name

The Name column displays the name of the customer.

Email Address

The Email Address column displays the email address of the customer.

Control Account

The Control Account column displays the customer control account. By default, each customer is assigned to the Accounts Receivable control account. However, users can create custom control accounts under Control Accounts.

See Control Accounts for more information.

Division

The Division column displays the customer's division when using divisional accounting.

See Divisions for more information.

Billing Address

The Billing Address column displays the customer's billing address.

Delivery Address

The Delivery Address column displays the customer's delivery address.

Receipts

The Receipts column displays the number of receipts linked to a customer. By clicking on the number, you will be redirected to the Receipts tab.

See Receipts for more information.

Payments

The Payments column displays the count of payments, which are typically refunds, associated with a customer. By clicking on the number, you will be redirected to the Payments tab.

See Payments for more information.

Sales Quotes

The Sales Quotes column displays the number of sales quotes issued to customers. By clicking on the number, you will be directed to the Sales Quotes tab.

Sales Orders

The Sales Orders column displays the count of sales orders created for a customer. By clicking on the number, you will be directed to the Sales Orders tab.

Sales Invoices

The Sales Invoices column displays the number of sales invoices issued to a customer. By clicking on the number, you will be redirected to the Sales Invoices tab.

Credit Notes

The Credit Notes column displays the number of credit notes issued to a customer. By clicking on this number, you will be directed to the Credit Notes tab.

Delivery Notes

The Delivery Notes column displays the number of delivery notes issued to the customer. By clicking on the number, you will be redirected to the Delivery Notes tab.

Qty to Deliver

The Qty to Deliver column shows the quantity to deliver across all inventory items for the customer. Clicking on the figure will display a list of inventory items.

See Customers - Qty to Deliver for more information.

Uninvoiced

If you're utilizing Billable Time or Billable Expenses, the Uninvoiced column displays the total amount of billable time and expenses for the customer that have not yet been invoiced.

Accounts Receivable

The Accounts Receivable column displays the balance of what customers owe in their Accounts Receivable account. This amount usually increases with sales invoices and decreases with receipts and credit notes.

Withholding Tax Receivable

If your customers withhold tax from your payments, the Withholding Tax Receivable column displays the total amount that has been withheld but not yet paid to the tax authority by the customer.

Status

The Status column reflects the balance status of the customer's account:

• Paid: If the balance in Accounts Receivable is zero.
• Unpaid: If there is a positive balance indicating amounts owed by the customer.
• Overpaid: If there is a negative balance indicating the customer has overpaid.

Available Credit

If you've entered a value for available credit on the customer form, the Available Credit column displays the remaining credit available to the customer.

Customizing Column Visibility

Click the Edit Columns button to customize the visibility of columns in the Customers tab.

See Edit Columns for more information.

Using Advanced Queries

To filter, sort, and group customers, utilize the Advanced Queries feature within the Customers screen. For instance, when utilizing the Billable Time tab, you can filter the customer list to show only those with an Uninvoiced amount:

This is just one example; there are many other possibilities for what you can do.

See Advanced Queries for more information.

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By effectively utilizing the Customers tab and its features, you can maintain organized records of your customers and streamline your business processes within Manager.