Greetings from Akounto Support!

To view customers listing page, access the sidebar menu, select sales>customers. Listing page will appear.

From the listing page, you can Create new customer, Export customer i.e, Customer ageing (Customer ageing option will not appear, if there are no customers on the listing page) and can also Import customer.

Top customers will appear in card view highlighted separately, so that you will know who have done most of the business with these people.

All customers will appear in list in alphabetical order. Further, customers can be searched by name too from search bar.

Listing page will provide information about: Customer name, Overdue, Received, Outstanding, Status, Action items

Action items will have options for: Edit, View and Delete

You can export customers from Akounto in Csv files. To export customers, access the sidebar menu, select Sales>Customers>Customer ageing

All the customers available in database will be downloaded in a particular format.

Csv file will have details about: Customer Name, Sale (total business done with the customer), Collection (total payments received from the customer), Outstanding (difference of total sale and collections, remaining to be received), Overdue (out of total balance, amount which has exceeded the credit term and has become overdue), Applied credit notes.

At the bottom, sum total for the monetary items, Sale, collection, balance and overdue for all the customers will appear.

If you were maintaining your books on any other software or spreadsheets earlier, and now wants to switch to Akounto, you can import bulk customers.

To import bulk customers, access the sidebar menu, select Sales>Customer>Import customers.

You will be navigated to customer import screen, from where you can download a sample template plus you will see the instructions to be followed while doing import.

Click ‘upload file’ and select the template in which customers detail is available. Max file size can not exceed 5mb.

Once the file is uploaded, you will have an option to skip or overwrite duplicate records. If you opt the skip option then, details available in Akounto will remain as it is and duplicate details from the file will be ignored, if you opt the overwrite option, then details available in the file will be updated in Akounto.

Click "Next", and map the file columns with Akounto fields correctly. Click "Next", you will get an alert for rectification if there are any errors in fields mapping, like: date filed has been mapped with name etc.

If there are no errors, a preview screen will appear, where you will have a view of customers to be imported. Click "Next".

At last, a popup will appear, with cancel and import button. The popup will provide information like: Number of records ready to be imported, number of duplicate records, unmapped fields

Click import, user will be redirected to customers listing page, and a success message will appear, ‘Customers imported’. These newly imported customers will be having a tag as 'Newly imported' in the Status column on Customers listing page.

In case of overwrite duplicate customer details, only details from excel file should be overwrite. Previous data about business done with customer (Total outstanding, overdue, received amount) should not be overwritten.

To delete a customer, access the sidebar menu, select sales>customers>select relevant customer>actions items>delete

A popup will appear with cancel and delete buttons, click "Delete", customer will be deleted and a success message will appear, ‘Customer deleted’

Customer can be deleted only if it hasn’t been mapped with any posting or non-posting transaction ever.

To make changes in customer, access the sidebar menu, select sales>customers>select the relevant customer>Action items> edit

Make all the changes, click save. A success message will appear, ‘Changes saved’.

All the fields mapped with the customers except currency are editable.

To add a customer, access sidebar menu, select sales>customers>Add new customer

Provide requisite details. Few details are mandatory: Business Name, Country and Currency.

It is optional to provide other details, like: Email (Email will be optional, but user will not be able to send invoices/estimates etc from Akounto in that case and when user want to send these documents from Akounto, he will have to provide email id first), Address line 1, Address line 2, City, Zip code, State (if states for a particular country is present in the database), Contact person name, Phone, Account number.

You will have an option to provide a different shipping address from the billing address. Click the checkbox, add relevant fields for shipping address which includes: Country (Mandatory), Address line 1 (Mandatory), Address line 2, City (Mandatory), Postal/ Zip code.

Click Save, new customer will be added to the customer listing page.

While adding a new customer, you will be directed to fill the Business name first then Currency, Country. After filling all the details, click 'Save'. New customer will be added to the customer listing page.

To view customer details, access the sidebar menu, select sales>customers>select relevant customer>actions items>view.

You will be redirected to view screen having all the details related to customers including contact details, billing details and additional information.

A button to edit the customer details will be provided. Click on 'Edit', you will be redirected to edit customer page.

Make all the necessary changes to the customer details.

All the fields can be edited, except currency mapped with the customer. Note: Currency can be changed in such a case where no transactions are mapped with the customer be it bank transaction, invoice, estimate, recurring invoice, credit note etc.

After updating the information, click ‘Save'. A success message will appear 'Changes saved’.