Quasar Docs

Customers & Sales

Customer Type List

The Customer Type List displays all customer type classifications.

Default Columns

ColumnDescription
NameCustomer type name.

Available Columns

Additional columns configurable via list settings, in alphabetical order.

ColumnDescription
Account NameGL account name.
Account NumberGL account number.
Can Charge?Whether type allows charging.
Can Pay?Whether type allows payments.
Can Withdraw?Whether type allows withdrawals.
Check Withdraw Balance?Check withdraw balance.
Credit LimitDefault credit limit.
Email Statements?Email statements.
Require Statements?Require statements.
Second Receipt?Print second receipt.
Service ChargeService charge rate.
Tax ExemptTax exemption.
TermsPayment terms.

Filters

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.

Group

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

Related Screens

Customer TypeCustomers

Quasar Accounting 7.1 • © Linux Canada Inc. • Table of Contents