Screen References - Customers List

Note that when the Customers List is accessed through the Invoice, Order, Quotes, New Credit Notes and Receipt windows that the Invoice, Quote, Order, Payment, and Statement buttons and some menus and menu items will not be displayed in the the list window.

Toolbar

Select

When accessed through the Invoice, Order, Quote, New Credit Note or Receipt window, this button will add the selected customer to the document.

Add

Click this button to add a new customer record.

Delete

To delete customer records, select the customers you wish to remove from the list, and click this button.

Edit

Click this button to edit the currently selected customer record.

Quote

Click this button to create a new quote for the selected customer.

Order

Click this button to create a new order for the selected customer.

Invoice

Click this button to create a new invoice for the selected customer.

Payment

Click this button to receive a payment for the selected customer.

Statement

This button provides various statement actions for the currently selected customer.

Print - Print a statement for the customer directly to a printer.
Print Preview - View the customer's statement as it would be printed, but on your computer's screen instead.
Email - Send a statement for the selected customer in PDF format via email. You will be asked to confirm the email address of the recipient.
Fax - Send a statement for the selected customer via fax.
Save as PDF - Save a statement as a PDF file on your computer.

Save

This button provides various save actions for the currently selected customer.

Save as PDF - Save a currently selected customer record as a PDF file on your computer.
Save as CSV - Save a currently selected customer record as a CSV file on your computer.

Click on this drop down to filter and view only customers belonging to a specific customer group.

To create customer groups, see the Customer Groups topic under the Screen References section of this help manual.

Check this box to include in the list those customers also that are marked inactive.

Customer menu

In addition to some of the functions available on the toolbar, the customer menu offers the following options:

Change Sales Person

This option can be used to change a sales person for the selected customer.

Change Group

This option can be used to change a group for the selected customer.

Email Customer

Send an email to the selected customer. Email settings are available from the Other page of the Options.

Telephone Customer

Call the selected customer using Express Talk. Learn more about Express Talk at nch.com.au/talk/index.html.

Find Customer

Select this option to open the Find Customer window. From here, enter a customer name, salesperson, or phone number you want to search for to locate it in the list.

Find Next Customer

Select this option to find the next customer in the list with the last term searched for, or use the shortcut to locate the next customer in the list.

Manage Customer Groups

When creating a customer profile, you have the option of assigning them to a customer group. Customer groups must exist before customers can be assigned to them. See the help topic Customer Groups in the screen references section for more information.

Import Customers from CSV

If you have an existing list of customers in a csv file, use this option to import their information into the Express Invoice customer list. Note that Express Invoice does not import a customer's balance. In order to set a customer's balance, you can import a list of invoices, or set the "Opening Balance" field using the Edit button.

Import Customers from Outlook

Use this option to import your customer list from your Outlook address book.

Import Customers from other Business

This option can be used to import your customer list from another business set up on Express Invoice..

Export to CSV (for Mail Merge)

Use this option to export your customer list if you need to use it for mail merge.

Recalculate Customer Balance

If you have updated a customer record and don't see the change reflected in the list, use this option to recalculate the balances.

Envelopes

Express Invoice is able to print envelopes addressed to a customer. To create envelopes for specific customers, select a customer from the list and then access the menu Customer -> Envelope. Then choose one of the following actions from the Envelope menu:

Print - Print the envelope(s) directly to a printer. You may select multiple customers for this action.
Print Preview - View the envelope as it would be printed, but on your computer's screen instead.
Save as PDF - Save an envelope as a PDF file on your computer.

Close

Use this option to close the Customers List window.

Report Menu

In addition to the functions available on the toolbar, the report menu also offers the following options:

Shipping Label

To create a shipping label for a customer, use the Shipping Label menu. Note: The Shipping Label Menu is not available when accessed through the new invoice, quote, order or payment windows.