Maintain customer accounts
Find a customer, review transactions and orders, and manage account activity.
Before you start
Sign in with access to Customers. Confirm the customer's identity before editing or recording a payment, especially when names are similar. Use only the customer information needed for your task and follow your organization's privacy rules.
Work with a customer
Open Customers and search for the account. Check the customer type and existing details before creating a new record.
Open the customer profile to review related transactions, drafts, orders, and activity. Correct details only when you have confirmed the account.
To build an order for this customer, choose Create Order from the profile and check the items and totals before saving a draft or completing it.
For an account payment, use the profile's Add Payment workflow and verify the amount and resulting account activity. Follow any additional submission step shown for that payment.
Troubleshooting
If a draft is missing, search the customer's drafts and related orders and check the selected customer again. A recorded payment and any separate fiscal submission can have different outcomes; inspect both statuses rather than retrying blindly. For a business sale with no destination location, configure the customer's destination before issuing an invoice.