- Document for Excel Invoice Manager
This version of the document, "Customer Detail", 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.
Thewindow 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 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.
Here is a description of the command buttons on the command list bar.
|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 theicon button (the magnifier icon) near the 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 thefield.|
|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 newreport.|
|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 thewindow.
|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 thebutton 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, and . Only active customers will be displayed when you click the icon button on the worksheet.|