Customers

In the Customers screen, you can see a list of all your customers and their outstanding balances. Customers are individuals or businesses for which you provide services or products.


To open the Customers screen, click Customers in the navigation panel.

Note: The Last Active date is either the date of the customer's last sales transaction (invoice or payment) or the date of the last time you edited the customer.

From this screen, you can do the following.

  • Add customers
  • See customer activity
  • See customers' open balances
  • Add sales
  • See your customers with a past due balance.

    Note: Mark the View Past Due Only checkbox.

  • See customers you have made inactive.

    Note: Mark the Include Inactive checkbox.

  • Find a specific customer.

    Note: Enter the customer's name in the Search Customer field.

  • Send an email.

    Note: Click Email.


To open the Customers screen, tap More > Customers.

From this screen, you can do the following.


To open the Customers screen, tap More > Customers.

From this screen, you can do the following.

The availability of some or all of these features depends on your OnBalance bundle.


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