Table of contents
- How do I access a customer account
- What can I do with a customer account
How do I access a customer account
To view a customer account go to open contacts, click on the «Finances» tab and then click on «Show account».
What can I do with a customer account
A customer account gives you an overview of the financial situation of a contact. You can use it to make/delete entries and to generate account statements for your contacts.
How do I make a customer account entry
Click on «+ Customer manual entry» to make a manual customer account entry. You need this function when you want to refund an overpayment (debit), or you have received an advance payment (credit).
Enter the name of the transaction in the «Title» field and the amount in the «Customer manual entry» field.
How do I delete a customer account entry
You can delete customer account entries by clicking on the trash can icon next to the amount. This only applies to entries which are in open financial years.
How do I create an account statement
You can find out how to create an account statement in the support article «Create account statement for a customer».