The Customer drop-down menu includes actions to edit the customer or add a new billing account. You can also use this menu to access the Customer Summary window when you are on an Account Details window associated with a customer. Above the drop-down menu is the customer name and number. If an external customer number exists, it appears to the right of the customer number. This menu is also available on the Account Details window (refer to Account Details Window Components).

Customer Drop-down Menu

Customer Information — View basic information like the primary email address for the customer and the billing address.

Detail tabs:

Accounts — View all billing accounts related to the customer in list form. Account information includes items like currency, account balance and account number. You can click the Columns button to manage what columns display in the list. You can also export the list in CSV (.csv) format by clicking the Export button.

Addresses — Includes addressed created for this customer, including a Billing, Service, and Shipping address. Refer to Add Address or Add Address on Account Details Window for more information.

Phone Numbers — Includes addressed created for this customer, including Office, Home, Fax, and Mobile. Refer to Add Phone Number or Add Phone Number on Account Details Window for more information.

Emails — Includes emails created for this customer, including Primary and Secondary. Refer to Add Email Address or Add Email Address on Account Details Window for more information.

Actions — Perform actions on a billing account associated with the customer, such as create an order (Create an Order), create a payment (Create and Post Payment), create a manual invoice (Create and Approve Manual Invoice), or run a bill on demand (Create and Run Bill On Demand Bill Batch). Click the icon to view the full list of actions to perform. Refer to Related Topics for more links to actions available.