You use the features in the Customer toolbar to keep track of who your customers are,
what you sell them, and what they pay you.
Click the Customer Card tool to enter and view customer information, including address and financial data. See "Working with Customer Information."
Click the Customer Card, Quote, Sales Order, Invoice, and Receive Money QuickSearch tools to find information you need. See "Searching" in Chapter 2.
Click the Quote tool to create sales proposals. See "Working with Quotes."
Click the Sales Order tool to create customer orders. See "Working with Sales Orders."
Click the Invoice tool to record sales. See "Working with Invoices."
Click the Miscellaneous Sales tool to generate invoices without line item details. See "Entering a Miscellaneous Sale."
Click the Finance Charges tool to assess finance charges against customers with past due invoices. See "Assessing Finance Charges."
Click the Receive Money tool to enter payments that you receive and apply them to invoices. See "Receiving Money."
Click the Customer Preferences tool to set defaults and options. See "Setting Customer Preferences."