{"id":616,"date":"2023-04-06T16:54:35","date_gmt":"2023-04-06T13:54:35","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/invoices-estimates\/managing-a-customer\/"},"modified":"2024-04-18T10:37:46","modified_gmt":"2024-04-18T07:37:46","slug":"managing-a-customer","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/invoices-and-estimates\/managing-a-customer\/","title":{"rendered":"Managing a Customer"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Manage your list of customers efficiently. Add <strong>Invoices<\/strong> and <strong>Transactions<\/strong> and <strong>Print<\/strong> them when necessary.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On the Customers page, you can see a summary of customer Invoices and Transactions &#8211; open, overdue, and draft.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165718\/customer-index-1024x576.png\" alt=\"Managing a Customer: Customer index page on Akaunting\" class=\"wp-image-619\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165718\/customer-index-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165718\/customer-index-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165718\/customer-index-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165718\/customer-index-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165718\/customer-index.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Hover over a Customer to reveal the <strong>Show<\/strong>, <strong>Edit<\/strong>, <strong>Duplicate,<\/strong> and <strong>Delete <\/strong>options.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting checkboxes allows you to take bulk actions such as <strong>Enable<\/strong>, <strong>Disable<\/strong>, <strong>Delete,<\/strong> or <strong>Export<\/strong> Customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Managing a Customer:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on a Customer to see the <strong>Customer Detail <\/strong>page.<\/li>\n\n\n\n<li>On the Customer Detail Page, You can see associated Invoices and Transactions.<\/li>\n\n\n\n<li>To change\/update the customer&#8217;s details, click <strong>Edit<\/strong> at the top right corner.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165805\/add-invoices-transaction-1024x576.png\" alt=\"Managing a Customer: Add Invoices and Transactions to customers\" class=\"wp-image-620\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165805\/add-invoices-transaction-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165805\/add-invoices-transaction-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165805\/add-invoices-transaction-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165805\/add-invoices-transaction-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165805\/add-invoices-transaction.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add <strong>Invoices<\/strong> and <strong>Transactions<\/strong> to a customer by Clicking <strong>New<\/strong> at the top right corner.<\/li>\n\n\n\n<li><strong>Switch tabs<\/strong> between Invoices and Transactions to see respective lists.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Manage your list of customers efficiently. Add Invoices and Transactions and Print them when necessary. On the Customers page, you can see a summary of customer Invoices and Transactions &#8211; open, overdue, and draft. Hover over a Customer to reveal the Show, Edit, Duplicate, and Delete options. Selecting checkboxes allows you to take bulk actions [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":552,"menu_order":12,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-616","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/616","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=616"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/616\/revisions"}],"predecessor-version":[{"id":2619,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/616\/revisions\/2619"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/552"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=616"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}