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The Customer Centre, estimates, sales orders, invoices, sales receipts, payments, statements, credit memos, jobs and the lists of customer transactions.
☰ Customers⌨ Alt+U
serobooks / customersLive
Watch it in the appThe sales workflowEstimate or sales order, invoice, payment and deposit: one connected flow, from quote to cash.
The Customers menu is the sales side of SeroBooks: finding and managing customers, quoting with estimates, taking orders, invoicing, getting paid, sending statements, issuing credits and refunds, and billing time and costs to jobs. At the bottom, under Transactions, are the lists of every invoice, estimate, sales order and credit memo, and every customer balance.
Opening the Customers menu
Click Customers on the menu bar, or rest the pointer on it.
Or press Alt+U (the u in Customers is underlined, as in QuickBooks Desktop).
Centres and tools
Item
What it does
Read more
Customer Centre
Opens the Customer Centre: every customer, with their details, balance and transactions.
Opens the Income Tracker page over the Home Page: a money bar across the top (Estimates, Sales Orders, Open Invoices, Overdue, Paid (last 30 days), each one a filter) and every document behind it, by customer, type and status. Esc goes back to the Home Page. Needs permission for the Invoices list.
Opens the Collections Center page over the Home Page: Overdue (every customer with an invoice past due) and Almost Due (invoices falling due in the next few days), with reminders and notes. Needs permission for the Invoices list.
Opens a blank estimate in the Create Estimates window of its own (not an invoice set to estimate). Shown when your role can open both the Estimates list and Create Invoices.
Opens the Sales Order Fulfillment Worksheet page over the Home Page: open sales orders, oldest first, with whether the stock on hand covers each, and the selected order's lines. Needs permission for the Sales Orders list.
Opens the Create Batch Invoices page over the Home Page, to raise one invoice for each of several customers with the same items (a monthly fee, dues, a service charge). Esc goes back to the Home Page. Needs permission for Create Invoices.
Opens the Enter Statement Charges page over the Home Page: the customer's Accounts Receivable register with a line at the top to add a charge billed on the next statement rather than on an invoice. Needs permission for the Invoices list.
Opens the list of every customer with a balance, with Receive beside each, and RECEIVED FROM to pick any other customer. Receive opens the full Receive Payments form for that customer.
Forms and screens (Create Invoices, Create Estimates, Receive Payments, the lists) open as screens of their own, each in its own window in Multiple Windows.
Pages and the forms Create Credit Memos/Refunds and Assess Finance Charges open over the Home Page, as in QuickBooks, and Esc takes you back to the Home Page. Each needs permission for the screen named in the table, but that screen is not opened.
An item your role cannot reach is not on the menu. If none of the Transactions lists can be opened, the heading is not shown either.
Common problems
Create Estimates is missing. Your role needs both the Estimates list and Create Invoices.
Assess Finance Charges is missing. Your role cannot open Create Statements.
Income Tracker, Collections Center, Pending Invoices, Sales Receipts or Statement Charges is missing. These need permission for the Invoices list; your role needs it.
