BIZZ WIZZ INVOICING

CUSTOMER LIST

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale ,  Business Name , Diary , Document Manager , Unlock , Backup

See Also :   Invoice Main Menu , Invoice List , Customer List , Add and Edit Customers , Sales History , View / Edit Invoice , Age Statements ,  Pay Invoice , Service Module , POS Setups , Hot Key Setups

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

MAIN MENU:

Click to top of the column to sort by that column.  Columns can also be moved left or right by dragging the top of the column.

Select - Selects the highlighted customer and returns OR starts a new Invoice depending on the mode.

Add Customer- If you need to enter a contact go to Add Customer

Change- First highlight the customer and then click on this button to make any changes needed to the customer record. This will allow you to make changes to the customer's Account record. Make sure you click on the [OK Save] button after making changes to the record.

Print - A Print Menu pop up box will open. If you already have your printer set up click on [Print] to send the customer details straight to the printer. [Print Condensed] will condense the customer's information to be printed. If you need to choose a printer then click on [Print To] which will bring up your printer options. Choose the printer you would like to send the Contact's details to and click on OK.  If you click on [Export] the [Select Format] page will open. You can choose from PDF ADOBE, HTML, WORD, JPEG or EXCEL. Click on your chosen option and follow the prompts.

Find- Click to find a Transaction. There are ten fields that you can click on to find data in.  If you want to find the customer by Name, click only on Name and then enter that Name in the text field. If you want to find the customer by Phone Number, click only on Phone Number and then enter that Phone Number in the text field.
 If you want to find all customers with Business Names starting with A, then enter A in [Find names starting with the first letter. [ABC] or [Blank]= all].
There is a [Save] button that you can click on that will save the selected field options.  When you go back into the [Find] option only the saved fields will be ticked for you to locate customer information.
The [List Find] button will search the current list, while the [All Find] button will search all the data.

Delete- You can  delete a customer if you highlight then first.

Un-Delete- You can  un-delete a customer if that customer was the last one deleted only and you have not left the screen.

Email- Click here to open the page to send an Email to the selected customer.  If the Email button is highlighted Green, then the customer does have an Email Address.

List All for Client - button shows a list of all Invoices for this customer.

Not Paid for Client - button shows a list of all not paid Invoices for this customer.

Last Invoice for Client - button shows the last logged Invoice for that customer

Documents- Click on the [Documents] button to open the Documents Manager page. There are four buttons on the Document Manager page that are Add/Show a Document, Email Address, Web Address and the Delete button.