Customer Navigation

Contains customer information, such as name, address, contact

Tracks jobs for each customer Accessed from Home page or Customer

Center

Customer List

Add customers Edit customers Add job

Customer Information

Cash Sales

Credit Sales

Recording Sales

1. Create Sales Receipt2. Record Deposit

Cash Sales

1. Create Invoices

Credit Sales

2. Receive Payments

Credit Sales

3. Record Deposits

Credit Sales

For credit sales Reminder of:

Outstanding balance Payments received New charges

Create Statements

Email invoices Receive customer payments

electronically

Online Features

Access customer reports: Report Center Reports Menu Memorized Customer Reports

Customer Reports