Customers & Sales

Customer List

The Customer List displays all customer accounts with filtering and search capabilities. The list supports configurable columns, sorting, and multi-field search. Double-click any row to open the Customer Master for editing. Access from Cards › Customer in the Navigation Sidebar.

Filters

Filter controls narrow the list to matching records. All filters apply immediately when changed.

Field	Description
Filter	Quick-search text with column selector and match mode (Starts With, Contains, Exact).
Sort By	Column and direction (Ascending/Descending) used to sort the list.
Auto Size Columns	When checked, columns resize to fit content on each refresh.
Show	Active Only, Inactive Only, or Active & Inactive.
Type	Filter by Customer Type classification.
Store	Filter by store. Defaults to the current store.
Electronic Invoice	When checked, shows only customers with electronic invoicing enabled.
Customer Search	Free-text multi-word search across name, number, address, phone, email, contact, and web fields.
Group	Filter by group membership. Leave blank for all.

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Show

Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.

Type

Filter the list to show only customers assigned to a specific Customer Type. Leave blank to show all types.

Store

Filter by store. Defaults to the current store. Clear the field to show records from all stores.

Electronic Invoice

When checked, filters the list to show only customers that have electronic invoicing enabled. Useful for reviewing your e-invoicing customer base.

Customer Search

Free-text search across multiple fields simultaneously: customer name, number, address, phone numbers, email, contact name, and web page. Supports multi-word searches — each word must match somewhere across the searched fields (AND logic). For example, typing “Acme Toronto” finds customers named Acme with a Toronto address.

Group

Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.

Default Columns

These columns are displayed by default when the list is first opened.

Column	Description
Number	Customer account number.
Name	Customer display name.
Type	Customer type classification.
Balance	Current account balance (sum of all AR changes).

Number

Customer account number.

Name

Customer display name.

Balance

Current account balance (sum of all AR changes).

Available Columns

Additional columns configurable via File → Configure. Listed in alphabetical order.

Column	Description
Account Name	Linked GL account name.
Account Number	Linked GL account number.
Can Charge?	Whether customer can charge purchases to AR.
Can Pay?	Whether customer can make payments.
Can Withdraw?	Whether customer can withdraw credit balances.
Check Withdraw Balance?	Enforce balance check before withdrawals.
City	City from primary address.
Company?	Whether the customer is a business entity.
Contact	Primary contact name.
Country	Country from primary address.
Credit Hold?	Whether customer is on credit hold.
Credit Limit	Maximum outstanding AR balance allowed.
Email	Email address.
Email Statements?	Email statements instead of printing.
Fax	Fax number.
First Name	Customer first name (individuals only).
Last Name	Customer last name (individuals only).
Pat Group #	Patronage group number.
Pat Group Name	Patronage group name.
Phone	Primary phone number.
Phone2	Secondary phone number.
Points Available	Current spendable loyalty points balance.
Points Earned	Total loyalty points earned from purchases.
Require Statements?	Whether batch statements are printed for this customer.
Second Receipt?	Auto-print a second receipt for charge transactions.
Service Charge	Annual percentage rate for overdue balance charges.
State/Prov	Province or state from primary address.
Store Name	Assigned store name.
Store Number	Assigned store number.
Street	Street address line 1.
Street2	Street address line 2.
Tax Exempt	Tax exemption code.
Terms	Payment terms (e.g. Net 30).
Web Page	Customer website URL.
WhatsApp	WhatsApp phone number for business messaging.
Zip/Postal	ZIP or postal code.

Account Name

Linked GL account name.

Account Number

Linked GL account number.

Can Charge?

Whether customer can charge purchases to AR.

Can Pay?

Whether customer can make payments.

Can Withdraw?

Whether customer can withdraw credit balances.

Check Withdraw Balance?

Enforce balance check before withdrawals.

City

City from primary address.

Company?

Whether the customer is a business entity.

Contact

Primary contact name.

Country

Country from primary address.

Credit Hold?

Whether customer is on credit hold.

Credit Limit

Maximum outstanding AR balance allowed.

Email

Email address.

Email Statements?

Email statements instead of printing.

Fax

Fax number.

First Name

Customer first name (individuals only).

Last Name

Customer last name (individuals only).

Pat Group #

Patronage group number.

Pat Group Name

Patronage group name.

Phone

Primary phone number.

Phone2

Secondary phone number.

Points Available

Current spendable loyalty points balance.

Points Earned

Total loyalty points earned from purchases.

Require Statements?

Whether batch statements are printed for this customer.

Second Receipt?

Auto-print a second receipt for charge transactions.

Service Charge

Annual percentage rate for overdue balance charges.

State/Prov

Province or state from primary address.

Store Name

Assigned store name.

Store Number

Assigned store number.

Street

Street address line 1.

Street2

Street address line 2.

Tax Exempt

Tax exemption code.

Terms

Payment terms (e.g. Net 30).

Web Page

Customer website URL.

WhatsApp phone number for business messaging.

Zip/Postal

ZIP or postal code.

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