Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To keep a hard copy for your records, you can print a list of customers or print an individual customer or family's record from the Add/Edit Customers window.

You can also customize the Add/Edit Customers grid to display and print selected information from a customer or family's record. To learn more about customizing the Add/Edit Customers grid, see Customizing the Customer List.

Expand
titleTo Print a List of Customers
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. To print a list of all records, including those that are set to inactive, select Show Inactive.
  4. Right-click on any record and clear Print Only Selected. If you select this option, only that particular customer or family's record prints.
  5. Click Print.
  6. When the Customer Listing displays, click Print .
Expand
titleTo Print a Customer's Record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. If Group on Family is selected, clear the option.
  4. Right-click on the customer whose record you want to print.
  5. Click Print Only Selected.
  6. Click Print.
  7. A Customer Listing displays. Click Print to print this listing.
Expand
titleTo Print a Family's Record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select Group on Family.
  4. Right-click on any member of the family whose record you want to print.
  5. Click Print Only Selected, then click Print.
  6. A Customer Listing displays. Click Print to print this listing.
Noprint
Related topics
displayno-children

Deactivating Customers in Accounts Receivable
Refreshing the Customer List in Accounts Receivable
Importing Customers in Accounts Receivable
Calculating Balances in Accounts Receivable
Viewing Customer Invoices, Payments, and Totals
Entering Customer Profile Information in Accounts Receivable