The Customers tab brings together your customer information, Account Centers, orders, balances, documents, and communications. Use this area to create customer records, update existing information, and review activity for each customer.

Find or Add a Customer

Click the Customers tab to open the Work With Customers window. From here, you can find an existing customer or create a new customer record.

Open a customer’s record in the Maintain Customer window to review or update their information.

Learn more:
Work With Customer Screens
Maintain Customer Window

Understand Account Centers

Every customer must have at least one Account Center. Account Centers let you organize different parts of a customer’s business within a single customer record.

For example, a school district could have a separate Account Center for each school. This allows you to track orders and report on activity for each school while keeping them connected to the same customer.

You can configure invoices to go to:

• A Primary Account Center: Send invoices to one central billing location.
• Individual Account Centers: Send invoices to the Account Center associated with each order.

Manage Account Centers from the Account Centers tab in the Maintain Customer window.

Review Customer Information and Activity

The Maintain Customer window provides access to the following areas:

• Customer Settings: Review payment terms, credit limits, tax-exempt reasons, purchase order requirements, and invoice delivery settings.
• Account Centers and Addresses: Maintain the customer’s Account Centers and associated addresses.
• Orders: Review existing customer orders or start a new order.
• Balance/Aging: Review outstanding invoices and send customer statements.
• Documents: Attach and access files associated with the customer.
• Outgoing Emails: Review emails sent from the customer record.
• Default Order Comments: Maintain comments that can be added to new orders for the customer.

For details about each area, see Maintain Customer Window.

Invoices, Statements, and Payments

The Customers area also provides access to invoice searches, in-store credits, invoice payment batches, and customer statements.

See Work With Customer Screens for an introduction to these options.

New to bizwizIQ?

Start with Setting Up Customers in the Getting Started guide for a walkthrough of creating and maintaining your first customer records.