Customers

Create a customer record for each company or individual that buys from your business. Customer records store identity, contacts, addresses, sales, payment, tax, hierarchy, and financial information used by quotes, sales orders, invoices, payments, returns, refunds, and customer reporting.

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• Get started with customers
• Create a customer
• Edit a customer
• Activate or inactivate a customer
• Delete a customer
• Get started with customer hierarchies
• Assign a customer as a parent customer
• Create a child customer
• Remove a child customer
• Remove a parent customer