Edit and manage customers

Summary

Make changes to a Customer and see a summary of their balance and transactions in Accounting Start.

Description

Keep track of your customer's sales from the customer contact record. Each record has a summary of the customer's balance and a list of all transactions on the Activity tab.

Select a contact from the Contacts page to open their record and work with these tabs.

Resolution

Summary details

The top of the page is a summary of the key information about the customer's account. This shows you details about the total sales and the main contact details. It also shows whether the customer is Active or Inactive.

How we calculate the numbers

The number of transactions that make up each total shows in brackets.

To work out the total sales value, we add up all sales invoices and cash sales (money in) and then deduct the total value of credit notes and refunds.

How we calculate the summary values

Outstanding

The total value of all unpaid sales invoices.

Overdue

The total value of unpaid sales invoices passed their due date.

Sales to Date

The total value of sales for this customer up to today's date.

Sales this year

The total value of sales for this customer for this financial year.

Average sale

The total value of sales is divided by the number of sales transactions.

Track invoices, credit notes, and receipts

Use the Activity tab to find details of sales invoices, credit notes and receipts for each customer.

Just double-click on a row to open the transaction. Depending on its status, you can edit, print, or delete it. If it's an invoice, you can pay it from here.

Change the dates at the top of the list to find older transactions. This defaults to the last calendar month.

Tips for using the list

Change the Status dropdown to find outstanding (unpaid) transactions only
Select a column heading to sort in alphabetical or numerical order

Tips for finding transactions

Sort the list using the column headings
Use the search to find a transaction by reference