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Customer Detail

The Customer Edit window provides a number of fields where you may store additional data in, if you so desire. The only required field on this window is the Name field, which can be either a person's name or a company name. The customer ID field is filled in automatically if you do not manually key one in.

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Here is a description of the command buttons on the command list bar.

Button	Action
Save Changes	After editing a customer's record you need to save your changes! Click this button to save your changes to the database.
Delete Customer	Deleting a customer totally removes the customer record from the database. This doesn't affect previously created invoices.
Shipping address	This button opens a new data list window and displays all shipping addresses belonging to the current customer. You can use this button to create multiple shipping addresses for one customer. When creating new invoices, you can use the Select Shipping Address icon button (the magnifier icon) near the Ship To label to select a shipping address.
Customer Category	This button opens a data list window where you can add, edit or delete customer categories.
Email to Customer	If you have an email client (like Outlook Express), it will open and compose a new message to the address listed in the Email field.
New Invoice	This button will create a new invoice for the current customer, filling in all information available automatically.
History Invoice	This button lists all invoices created for the current customer in a data list window.
Payment	This button allows you to add a new payment for the current customer's pending invoices.
Customer Statement	Creates a new Customer Statement report.
Refresh	Reload data from the database. This command is used basically in a network environment where multiple users open the same database. You can use this button to refresh data modified by other uses.

Below is a description of some important fields on the Customer Edit window.

Field Name	Description
ID	The ID value uniquely identifies a customer. This value is generated automatically if left blank.
Name	Required. This is a free form text field indicating the name of the customer. This can be a company name, a personal name or any combination thereof.
Category	The category field helps you organize customers. Click the Customer Category button on the Command List bar to manage categories.
Account Balance	This is the total balance due for all outstanding invoices for this particular customer.
Updated Date	This field is updated to the current date whenever the account balance is changed.
Status	Potential values are Active, Inactive and Terminated. Only active customers will be displayed when you click the Select Customer icon button on the Invoice worksheet.

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LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference

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