Customer Maintenance
From MyMoney Online Help
Contents |
Customer Maintenance
Here you see your main customer window for all customer maintenance. Use the Contents Menu listed below, to learn how to maintain your customers.
How to Add a Day
Main Menu
Click on the menu tab on the top left of the screen or on the myMoney logo to bring up the MyMoney Menu
Search menu
Search by:
- Name
- Social Security Number
- Phone Number
Sort by:
- Name
- Balance
- Ascending or Descending order
Add New Customer / Location
This allows you to add in a new customer or location to myMoney
Hide a Customer
If you want to hide a customer for what ever reason, such as a zero balance, inactive, moved, etcetera.
You can right click his name for a menu and choose "inactive".
Customer list
You can choose how the program displays your list of customers, Clicking the icons at the bottom left of
your customers. You may choose, one of the following views 
the one you have selected will display what view you are in.
Customer Maintenance Settings
Your customer maintenance "filter" is the,gear icon top center 
when you click on it
this will give you the two images shown to the right, this allows you to display or not display your inactive and zero balance customer's,
and the accounts button will allow you to manage their balance pay off information for you.
>>>> 
>>>>> 
Customer details
This view allows you to edit information for:
Customer information This view allows you to edit information for the customer view as you can see from where the mouse pointer is pointed to.
Ledger view
The ledger view shows the dates of invoices generated with debit and credit balances
clicking on a invoice number hyperlink will show that invoice with reprinting available.
Products view
The Product view displays a list of the products purchased by that customer, with hyperlinks to invoices for printing.
