Customers

What it is

Outside people or groups the school sends bills to.

Why it matters

Keeps contact and billing details ready for every outside bill.

When to use it

Office staff add each customer once, then raise bills against them.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Accounting to open it.
3. Click Customers.

What you see

Customers · click the picture to enlarge

• The list has these columns: Customer, Contact, Phone, EIN, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New customer — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New customer button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (1 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Customers · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Name *	text	The customer's full name or the organisation's name, as on their papers.
Contact person	text	The person to speak to at this customer.
Phone	phone	A phone number to reach the customer on.
Email	email	The email address invoices and reminders are sent to.
EIN	text
Tax ID	text
State code	number	Pick the state where the customer is based, for tax purposes.
Address	long text	The full postal address of the customer.
Active	switch	Tick to use this customer on new invoices. Untick to hide them.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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