8.1 Customers

This module within the accounting portal allows the users to manage its customers by providing the following features.

 

  • It allows users to create new customers.
  •  It maintains a complete customer database which includes information about Customer ID, Address, Telephone, City and other relevant details.
  • It enables users to create sales orders for customers. The sales orders are stored in a central database. The database includes information about the Sales Order, accounting period, Reference, Customer Name, Amount and other details.
  • Similarly, it also allows users to create invoice. Creating invoice is very easy with the given template. The invoice is stored in the central invoice database which includes information about invoice like date, company, carrier, shipped and other relevant information.
  • Users can also create credit memos for the customers by using the given template.
  • It allows users to create reports on any of the business function. Some of the main functions about which users can create or access reports are Banking, Customers, Employees, General Ledger, Inventory, and Vendors. These are the main categories which are further divided in to several sub-categories. Users can access reports about any of these sub-categories just by a single click. The reports are totally customizable and can also be imported from other programs.
  • Users can consult the help section in case of any problem.