| Customers - Adding or Editing on the Fly
Add new customers on the fly. When creating an invoice for a new
customer, you can click on the New Customer button to create the
customer right then and there. This is great for warranty purposes
or just to increase your mailing list.Normally, you'll be searching
for an existing customer. To do this, just start typing the customer
name and it should appear. If you have several customers starting
with the same letters, you can click on the Find Customer button
to search for a customer using the customer search screen as used
in all other areas of the program.
In addition, you can edit the existing customer if you need to update
the address or phone number, etc., or be able to view their purchase
history to help with the current sale.
For example, if they want to buy a vacuum cleaner bag and you need
to know which model they purchased, you can easily access this history.
Just click on the Customer tag on the top of the invoice screen.
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