Customers
Update Payment Terms
To update payment terms : 1. Click Setting in the main menu. 2. Choose Payment Terms from the left panel. 3. Click Show All link on the right panel. 4. List of all the payments created will be displayed. Click the Edit link corresponding to the ...
Importing customer errors
Errors are likely to happen while importing customers. During any type of error, the message shown is as below. Discussed below are a few possibilities of error occurrences. Case 1: "Available currencies" displays all the currencies that you have ...
Update Customers
To update a customer: 1. Click the name of the customer in the available list of customers. 2. Click the Edit button on the Customer Overview Page. 3. Update the necessary fields in the form. You can make a customer active or inactive by choosing ...
Add New Payment Term
Payment term is used in Sales Invoice for auto calculation of due date. There are two methods to create a new payment term for a customer: Method 1: 1. In the New Customer Form, click the + button next to the payment terms drop-down. 2. A pop-up ...
Importing Customers
To import your existing customers, there is a pre-defined .CSV file which you need to download and modify. 1. Click Masters in the main menu and choose Customers from the drop-down. 2. Click the Import Customers button on the top right. 2. Click on ...
Add a New Customer
To add a customer perform the following steps: 1. Click Masters -> Customers The customer's page opens with the existing list of active customers. 2. To the top right, click on the + New Customer button. The New Customer Form opens with all the ...