Customers
Add and manage the people and businesses you sell to.
- Add a customer A customer record holds everything Sales Scribe needs to bill someone: their name, contact details, preferred currency and addresses. You create a customer once, then reuse it on…
- Edit or archive a customer You can update a customer's details at any time, change whether it is active, or archive customers you no longer trade with. Sales Scribe keeps customers that have a trading…
- Check a VAT number with HMRC Check a customer's or a supplier's UK VAT number with HMRC, see the name and address HMRC holds beside yours, and keep HMRC's consultation number as evidence.
- Manage customer addresses A customer can hold any number of addresses — a head office, delivery sites, a registered office — each with its own Label and one or more purposes describing what it is used for…
- Customer contacts A customer can have any number of contact people, each with their own details and communication roles that record what they deal with — sales, accounts, invoices, statements and so…
- The customer account page The Account page is a financial dashboard for one customer: what they owe, how overdue it is, their invoices, payments and credit notes, and quick access to statements. The…
- Send a customer statement A statement tells a customer where their account stands. There are two kinds, and you can view either on screen, download it as a PDF, or email it:
- Record a customer's purchase order A customer purchase order is the order document your customer sends you — their authorisation to buy. Recording it in Sales Scribe lets you keep their PO number on file and, when…