Customer records are actually Organization records pulled from Administration > Organizations when the Billing Module is activated. The only difference is when viewed from the Customer record, two additional fields appear: “Billing Reference” and “Sales Tax.” These records are called Customers here in an effort to be consistent with invoicing terminology. We present these records here to allow you to quickly add a new Organization, or add a Billing Reference Number (e.g. client ID from an existing financial software) and appropriate Sales Tax or modify information in an existing Organization record (e.g. address, contact, etc.) without having to move to the Administration > Organization menu. Therein, all changes made within “Customers” will also be reflected in “Organizations.”
Adding a New Customer
To add a new Customer, go to Modules > Billing > Customers > Add. Enter the required information into the fields provided and click “Save.”
Editing a Customer
To edit a Customer’s details, go to Modules > Billing > Customers and click the edit link beside the appropriate name in the Customer/Organization List. When all changes have been made, click “Update” to save the new information.
Exporting the Customer List to Excel
To export your Customers List to Excel, go to Modules > Billing > Customers > Export to Excel, then click “Open” or Save” as needed.