Customer management is part of business. At times you'll need to add, delete, merge and even restore customers within your accounts. The following steps show you how.

Add a customer or sub-customer

To add a customer, you need to do the following:

  1. From the left menu, select Sales, and select Customers.

  2. Select New Customer.

  3. Enter the customer info. (Note: For a sub-customer, select Is sub-customer, then choose the parent customer and billing option.)
  4. Select Save.

 

Delete a customer

To delete a customer, you'll need to do the following.

Warning  When deleting customers, the transactions associated with them remain as your company data in Reports. Keep in mind that when deleting a parent customer, the sub-customers will also be deleted.
  1. From the left menu, select Sales, and select Customers.

  2. Choose the customer's name.
  3. Select Edit under the Toolbar.

  4. Select Make inactive.

  5. Choose Yes to confirm the deletion.

Merge customers

Merging customers is useful if you've been using two similar customers and want to see them represented by a single customer name. The process of merging deletes one customer and reassigns all its data to another customer. To do this, you must delete the customer's statements first.

  1. From the left menu, select Sales, and select Customers.

  2. Make sure the customers you wish to merge are at the same sub-level.
  3. Choose the customer whose name you don't wish to use, then select Edit.
  4. Change the customer's name in Display name as, so that it is the same as the other customer's name.
  5. Select Save.

  6. Choose Yes to confirm.

Restore a customer

To restore a customer, you will need to do the following:

  1. From the left menu, select Sales, and select Customers.

  2. At the top of the Action column, select the small Gear icon, then check the Include Inactive.
  3. Choose the customer you wish to restore; inactive customer will be noted as (deleted).
  4. Select the Make active next to the customer's name.

Create a collection of all inactive customers

If you want to see a list of inactive customers, you can create a report by following these steps.

First, you'll create an inactive parent customer:

  1. From the left menu, select Sales, and select Customers.

  2. Choose the name of the customer that you want to make inactive.

  3. Select Edit under the Toolbar.

  4. Enter "ZZZ-Inactive" in Display name as, then select Save.

Now, designate other inactive customers under the inactive parent customer you just created:

  1. From the left menu, select Sales, and select Customers.

  2. Choose the name of the customer that you want to make inactive.

  3. Select Edit under the Toolbar.

  4. Enter "Subcustomer of the ZZZ-Inactive" in Display name as.
  5. Check the box for Is sub-customer, then from the drop-down choose the inactive parent customer.
  6. Select Save.

Now you're able to add, delete, merge, and restore a customer