Using customer lists
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| Applies to : Office Accounting Express, Professional |
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From the customer area you can reach a number of lists: |
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The customer lists are explained in the table below: |
| List |
Contains |
Default sorting |
Default View |
| Customer List |
All customers | “File as” customer name | Active customers |
| Product and service List | All products and services for purchase
and sale | Product name | Active products and services |
| Quote List | All quotes | Date and quote number | Open quotes |
| Sales Order List* | All sales orders | Date and sales order number | Open sales orders |
| Invoice List | All invoices, cash sales, credit
notes and late payment charges | Date and document number | Open invoices |
| Received Payment list | All customer payments | Date and customer payment number | All customer payments |
| Customer Refunds | All refunds made by the company | Payment date | Not issued refunds |
| Recurring Document List* | Recurring documents of any type | Next reminder date | All recurring documents |
| Documents to process List* | Outstanding recurring documents
of any type | Type | All outstanding documents |
*Office Accounting Professional and Professional Plus.