Attendance promotion is coming soon. View these promotion topics:
Using the Import option in Add/Edit Customers, you can add customer and family records from the People, Organizations, or HeadMaster products to Accounts Receivable.
This can save valuable time since you do not have to enter customers' records twice, and information such as the customer's name, date of birth, address, phone, and e-mail imports from these products.
You can also create parent records to import family records from those products if Accounts Receivable is configured to track family records.
If using the Track Family Records option in Accounts Receivable Setup, the Contacts, Billing, and Payment Codes tabs will not display under a parent record type.
After importing a record from People, HeadMaster, or Organizations, the Refresh link displays on the Add/Edit Customers grid. This denotes that you imported the record from People, HeadMaster, or Organizations and does not display on manually added records. When you make changes to the record in the People module, you can refresh the customer in Accounts Receivable. If you make the changes in Accounts Receivable and then refresh, the information in People overwrites the changes you made in Accounts Receivable. The same is true if you import records from HeadMaster; the refresh option updates the records based on the information in HeadMaster.