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.
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.
This button provides various save actions for the currently selected customer.
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.Display inactive customers
Check this box to include in the list those customers also that are marked inactive.
To mark a customer inactive, see the Customer topic.
In addition to some of the functions available on the toolbar, the customer menu offers the following options:
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:
Use this option to close the Customers List window.
In addition to the functions available on the toolbar, the report menu also offers the following options:
Save your report as a CSV file.
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.
Open a preview of the selected customer's shipping label.Print Shipping Label
Print a copy of the selected customer's shipping label.Email Shipping Label
Email the selected customer's shipping label.Fax Shipping Label
Fax the selected customer's shipping label.Save As PDF
Save the selected customer's shipping label as a PDF file.