Use customer lists

Applies to:     Office Accounting Express, Office Accounting Professional

From the Customers Home page, you can display a number of lists.

customer lists

The customer lists are explained in the following table. An asterisk (*) indicates that a list is available in Office Accounting Professional only.



Default sorting

Default view

Customer List

All customers

Customer name

Active customers

Product and Service List

All products and services for purchase and sale

Product name

Active products and services

Quote List

All quotes

Date and quote number

Open quotes

*Sales Order List

All sales orders

Date and sales order number

Open sales orders

Invoice List

All invoices, cash sales, credit notes and late payment charges

Date and document number

Open invoices

Received Payment List

All customer payments

Date and customer payment number

All customer payments

Customer Refunds

All refunds made by the company

Payment date

Not issued refunds

*Recurring Documents List

Recurring documents of any type

Next reminder date

All recurring documents

*Documents to Process List

Outstanding recurring documents of any type


All outstanding documents

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!