{"id":333,"date":"2019-07-10T14:08:47","date_gmt":"2019-07-10T13:08:47","guid":{"rendered":"https:\/\/calcal.uk\/help\/?p=333"},"modified":"2019-07-10T21:43:34","modified_gmt":"2019-07-10T20:43:34","slug":"customers","status":"publish","type":"post","link":"https:\/\/calcal.uk\/help\/bookkeeping\/people\/customers\/","title":{"rendered":"The Customers Screen"},"content":{"rendered":"

In the Customers screen, you can make and send invoices<\/strong> & statements<\/strong>, add and edit customer details<\/strong> and search your past invoices and credit notes<\/strong>.<\/p>\n

<\/p>\n

\n
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The customers screen<\/figcaption><\/figure>\n<\/div>\n

Latest Customers<\/h3>\n

This shows your customers, ordered by most recent transaction first by default.<\/em>
You can click the ‘Balance’ header to see who owes you the most money, or use the search box to find a customer by name or business name. Click on a customer to see their invoices and transactions, as well as their details <\/a>below:<\/p>\n

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Customers screen with customer selected<\/figcaption><\/figure>\n

Latest Invoices<\/h3>\n

Before you select a customer, the All Invoices box shows your latest invoices and credit notes. If you have already clicked on a customer, click again to de-select.<\/p>\n

\n
\"\"<\/figure>\n<\/div>\n

You can edit<\/strong>, print <\/strong>or duplicate <\/strong>an invoice using the buttons next to each invoice on the right. Clicking on the invoice line will open the invoice, and if it’s still draft you can edit it.<\/p>\n

Customer Mini-Statement<\/h3>\n

After selecting a customer, this box lists all of the customer’s transactions – payments on account, simple transactions (from daily entries<\/a>) and invoices \/ credit notes.<\/p>\n

Click an invoice or credit note to open it.<\/p>\n

Customer Details<\/h3>\n

The customer info box shows a customer’s total transactions and has several buttons to send a statement, make an invoice or credit note, or take a payment from the customer.<\/p>\n","protected":false},"excerpt":{"rendered":"

In the Customers screen, you can make and send invoices & statements, add and edit customer details and search your past invoices and credit notes.<\/p>\n","protected":false},"author":325,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[],"class_list":["post-333","post","type-post","status-publish","format-standard","hentry","category-people"],"_links":{"self":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts\/333","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/users\/325"}],"replies":[{"embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/comments?post=333"}],"version-history":[{"count":4,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts\/333\/revisions"}],"predecessor-version":[{"id":361,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/posts\/333\/revisions\/361"}],"wp:attachment":[{"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/media?parent=333"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/categories?post=333"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/calcal.uk\/help\/wp-json\/wp\/v2\/tags?post=333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}