Customers Home

Customers are your purchasers of products and services provided by your company. They are used in PhreeBooks to represent people or companies that payments (receipts) are made from. Generally, customers include anyone that you receive payments from.

PhreeBooks uses a single database table to hold vendor and customer account information.

Customer account features include:

Related Topics

User and Security Settings

Setting user access security
Setting up sales representatives

Customer Accounts

Entering a customer account
Deleting a customer account
Editing a customer account
Setting default payment terms
Adding branch and shipping addresses

General Ledger

Adding a general ledger sales account

Sales

Enter a customer quote
Enter a sales order
Enter an invoice
Receiving a payment
Enter a customer credit memo
Using point of sale (POS)

Reports and Forms

Standard customer reports
Standard customer forms