Customers
Your master list of everyone the business bills.
How to use it
Open Customers from the Sales menu, click New Customer, fill in contact and billing details, and save.
Configuration
None required to start.
Details
| Menu location | Sales menu, Customers. |
| Who uses it | Sales staff and AR staff managing customer relationships |
| Prerequisites | None |
Related pages
See which plan includes Customers on pricing, or how Count My Bucks compares to QuickBooks.