There are several places in the program where it is necessary to fins a customer. This is always the form that is used.
Account Number:
Click in the Account # control to find the customer by their account number.
Account Name:
Click in the Account Name control to find the customer by their account name.
Phone Number:
Click in the Phone # control to find the customer by their phone number.
Buttons
Quick Add: Allows you to add a customer on a form that uses a minimum number of fields. The shipping address is automatically added to the billing address fields, and certain other unseen fields will have assumed values.
List: Calls the customer list form.
Graph: Shows a three year purchasing pattern for the selected customer.
Notes: Accesses the Notes field for the selected customer
Comments: Accesses the Comments form for the selected customer
Form Color
When you select a customer the program pulls an instantaneous aging report for them that is correct as of that second . The results are displayed in the main part of the form.
If the main part background is
White - All invoices are current.
Pink - At least one invoice is 30 days or older
Light Red - At least one invoice is 60 days or older
Red - At least one invoice is 90 days or older