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Creating Customer Account

- Document for Excel Invoice Manager

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This version of the document, "Creating Customer Account", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

There are three ways to add new customers: A) Using the Customers window; B) Using the Invoice worksheet; and C) Copying from an existing customer.

A) Creating a New Customer Using the Customers Window

  1. Click and select the Invoice worksheet if it has not already been selected.
  2. Click the Customers button on the Invoice worksheet to display the Customers window. This window displays all customers in the database.

    Customers data list window: click to enlarge
    (Click to enlarge)

  3. Click the Add Customer button.
  4. In the New Customer window fill in your customer's information. The only required field for a customer is the Name field. All other fields are optional and a customer ID is automatically generated if one is not filled in.

    New Customer window: click to enlarge
    (Click to enlarge)

  5. Click the Add Customer button.
  6. Click Save Changes button to save this customer. If succeed, the New Customer window becomes the Customer Edit window.

    Customer Edit window: click to enlarge
    (Click to enlarge)

B) Creating a New Customer Using the Invoice Worksheet

  1. Click and select the Invoice worksheet if it isn't already selected.
  2. Fill in your customer's information in the appropriate field near the Bill To label. Again, the only required field for a customer is the Name field. All other fields are optional and a customer ID is automatically generated if one is not filled in.
  3. Click the Save As New Customer button on the Invoice worksheet to create the customer.

C) Creating a New Customer by Copying an Existing One

  1. Click and select the Invoice worksheet if it isn't already selected.
  2. Click the Select Customer icon button (the magnifier icon) to display the Customers selection dialog box, and then double click to select the customer. All customer information will be written to the Invoice worksheet, including the customer ID.
  3. On the Invoice worksheet, clear the customer ID field, and modify other fields as needed.
  4. Click the Save As New Customer button to create a new customer.

Please move to the Customer Detail section of this chapter for a detailed explanation of the Customer Edit window.