Customer Management Overview

Use Customer Management to enter the names of individuals or companies who require cash receipts tracking.

• Once a cash receipt has been entered for a customer, the record becomes active in the system.

• The Fiscal YTD field displays the total of all approved cash receipts associated with the customer record for the current accounting cycle.

Use the Customer Listing report to review customer information. It's found on the Reports menu in the Accounts Receivable section.

Customer Management functions & features

Add a customer

Add customer addresses & contact information

Change a customer name

Edit a customer

Delete a customer

Disable a customer

Enable a customer

Attach files to customer records

Customer Management security

Return to Cash Receipts Overview