Customer List
  • 27 Aug 2020
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Customer List

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You can view your list of customers by choosing Customers from the menu bar at the top of the screen.

Customer List screen

This displays a list of your customers in a grid, along with information relating to their account. Depending on the accounting system you are using with Credit Hound, the columns available and their names will differ. These can include the following.

Column NameDescription
Ref, ReferenceThe customer reference number
NameThe name of the customer
Zip Code, Post CodeZip or postal area code taken from the customers address 
StatusThe current status of the account and if it active or on-stop
BalanceThe current outstanding balance of the customer shown in your base currency
Credit LimitThe credit limit for the customer shown in base currency
Not DueThe amount of the balance that is not yet due to be paid, shown in base currency
OverdueThe amount of the balance that is over due to be paid, shown in base currency
DisputedThe amount of the balance that is currently marked as disputed, shown in base currency
Non AllocatedThe amount of payments that have not been allocated to invoices, shown in base currency 
Auto ChasingIndicates if Automatic Chasing is enable or disable on this customer. See Enabling / Disabling Auto Chasing for more information

Clicking on the customer reference or name will open up the Customer Screen for that customer.

Navigation

You can navigate through the customer list by using the page controls at the bottom-right of the screen. 

Scroll through the list by pressing the arrows or go to a page of customers directly by pressing on the number. Pressing the << arrows jumps to the first page and pressing >> jumps to the last page.

Highlighting, Sorting and Filtering

The customer list has very powerful sort and filter options available.  You can find comprehensive information at Sorting, Filtering and Exporting.

You can also highlight one or more customers by checking the tick box at the left-hand side of each customer row.

Export to Excel

You can export the list to an Excel file by clicking on the Export To Excel button. See Sorting, Filtering and Exporting for more information.

Totals

Grand Totals

If a column contains a numeric value, then the grand total row for all of the customers will be displayed at the bottom of the column. Note, this is for all of the customers in the accounts system, not just the customers currently being displayed.  

Filtered Totals

When you enable filtering or highlight one or more customers, a second total row is enabled, called Filtered Totals. This is the total of the values for the selected or filtered customers.

Filtered Totals example



 

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