Customers: Manage customers

These are the day-to-day customer pages, in the order you usually need them: create the record, tag it, keep its contacts, set its payment terms and credit limit, chase what it owes, and merge a duplicate into the one you keep.

To…	Go to…
add a customer and manage their details, addresses and balances	Create & edit a customer
fold a duplicate customer into the one you keep, and find likely duplicates	Merge duplicate customers
group and segment customers with tags	Tag a customer
keep the named people at a customer, with roles, and pick the primary contact	Keep a contact book for customers, suppliers, and warehouses
set a customer's payment terms and credit limit	Set a customer's payment terms and credit limit
see what a customer owes and how late it is, send statements and payment requests, and review what you've sent	Chase a customer's overdue balance