Customers - Accounts

Customer accounts contain information about your customers of your business. The procedures to setup, edit and delete customer account is similar to that for vendors within PhreeBooks.

Customer Account features:

Related Topics

Customers

Entering a new Customer
Updating customer information
Deleting a Customer
Setting customer payment terms and credit limits

Sales Orders

Entering a sales order
Deleting a sales order
Closing a sales order
Printing a sales order
Checking sales order status

Sales/Invoicing

Invoicing inventory from a sales order
Using point of sale (POS)

Other Customer Actions

Checking customer balances
Generating a request for quote (RFQ)
Receiving a payment from a customer
Issuing a credit memo