SmartBooks Web Guideline

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SmartBooks Desktop Guideline SmartBooks HR Guideline

SmartBooks Desktop Guideline SmartBooks HR Guideline

INTRODUCTION
GENERAL LEDGER
ACCOUNT PAYABLE
ACCOUNTS RECEIVABLE
CASH MANAGEMENT
FIXED ASSETS AND EXPENSES MANAGEMENT
INVENTORY MANAGEMENT
TAX INVOICE
PURCHASE ORDER
SALE ORDER
E-INVOICE
SHARED INFORMATIONS
- Input shared information
USEFUL
- Useful
SETUP TOOL
- Setup Tool Overview
- Security
CUSTOMER PORTAL
DATA SYNCHRONIZATION

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List of Customers
Information of this screen
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Last updated 3 years ago

List of Customers

Information of this screen

To create a list of customers which include Customer ID and Customer Name. There are 3 following modules:

Customer: Input address, tax code client
Defaults: Select currency id, exchange rate (if any), AR account, SalesAcct, Prepayment Account, terms, tax rate.
Other Info: Input bank account, bank name, bank phone and bank fax.

Related functions

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