Accounting Help

Your Accounting Software questions answered here

Adding and Editing Customers

You must first add a customer before you can create invoices or record any payments from that customer.

If you’re setting up a new Patriot account and have used a former accounting system, you can import your customer information into Patriot Software instead of manually entering each one.  For details, see How to Import Customers into Accounting.  You can add unlimited customers in the accounting software, but you’ll need a USA-based address.

Also check out “Adding and Editing Vendors.” 

How to Add a Customer

  1. Go to Accounting > Receivables  > Customers > Add New.
    • Your customer may be a business or an individual.  You can fill in some or all of the fields depending on the situation.
  2. Enter the customer’s business name, contact or both.
    • You must enter either the business name or the first and last name.
  3. Enter the remaining customer contact information. Only USA-based addresses are accepted.
  4. Payment Reminder Emails:  You can set up automatic payment reminder emails to be sent when invoices are past due.  For more details, see Setting Your Invoice Payment Reminder Emails.
  5. Default Payment Terms:  This is an optional field you can use if you want to set custom payment terms for this customer that is different from your standard payment terms.  For more details, see Setting Your Invoice Payment Terms.
  6. Click Save or Save and Add Another.

Information on the Customer Record

You will see the following links across the top of each customer record:

  • Info shows the customer’s contact information. 
  • Invoices shows a summary list of all invoices just for this customer.
  • Unpaid Invoices shows the Unpaid Invoices Report, just for this customer.
  • Invoice Detail shows the Invoice Detail Report, just for this customer.
  • Payments shows the Customer Payment History Report, just for this customer.
  • Attachments (Accounting Premium feature) for this customer. You can add or review files to this customer’s record, for reference. For more details, see” Adding Attachments to Vendors and Customers.“
  • Credits shows a list of any credits you have issued to this customer.  For more details, see “Issuing a Credit to Your Customer.”

How to Edit Customer Information

  1. Go to Accounting > Receivables  > Customers > {Customer Name}
  2. Click “Edit.”
  3. Make your changes.
  4. Click “Save.”

How to Inactivate a Customer

  • Go to Accounting > Receivables  > Customers > {Customer Name}
  • In the customer’s “Info” page,
  • click “Edit.“
  • Uncheck the “Active” box.
  • Click “Save.”

How to Delete a Customer

  • Go to Accounting > Receivables  > Customers > {Customer Name}
  • Click the Delete (trashcan) icon beside the customer name at the end of the row.
    • The Delete icon will only be visible if you have not yet invoiced a customer or issued a credit.
  • Click either Yes or No to confirm.

How to Export Your Customer List

You can export all customers from the accounting software:

  1. Accounting > Receivables > Customers.
  2. Click the Download Spreadsheet link to get a CSV of the customers displayed on your screen.

Your feedback will not receive a reply. If you have a specific issue, please reach out to our support team here.