Add/Edit Customers

If you are a new Werx account and you are connecting your account to QuickBooks Online, it is HIGHLY recommended that you import your Customers from QuickBooks before creating new customers in Werx. This will insure that your existing customers will sync properly in Werx.

Create a new Customer

1. In the main lefthand navigation, click Revenue > Customers
2. On the Customers list screen, click the Add Customer button in top right corner.

Customer Details

1. In the customer details screen, complete customer details fields. If your organization has customer number settings set to “Manual” in the Advanced Settings section, you may enter a customer number here. If your customer number settings are set to “Auto” then a number will be assigned when saved.
2. To add a different mailing address, select the “Mailing Address is different than above” check box, and enter the mailing address.

Customer Settings

1. Select Default Payment Terms* from the dropdown. This will automatically be applied as the default payment terms to projects for this customer. Payment terms can be changed at the project and invoice level.
2. If your Werx account is connected to QuickBooks Online, you may select an Income Account from the dropdown. If your organization admin as set Income Defaults in the QuickBooks integration settings, then this field will be automatically be set to that default account, but CAN be edited.

Customer Contacts

Setting up customer contacts will allow your users to assign individual contacts to particular projects for better communication.

1. Click Contacts from the left side tabs in the Customer Details screen.
2. Click Add Another Contact link to add as many contacts as you like.
3. Check the Make Primary Contact check box on the contact you wish to tag as this customers primary contact. This is the person who will receive most high level communications
4. To delete a contact from the list, click the – button to the right of the contacts information.

Sync to QuickBooks Online

For accounts connected to QuickBooks Online

Once you have completed the customer details and are ready to sync this customer to QuickBooks, select the Send to QuickBooks checkbox and then click Save.

If the Send to QuickBooks checkbox is greyed out and not selectable, please have an administrator check your QuickBooks Online connection settings to make sure your accounts are connected.

Edit a Customer

1. In the customer list screen, click the customer you want to edit.
2. In the individual customer screen click the More button in the top right
3. Click Edit Customer from the dropdown
4. Make the required changes and click Save

Activate/Deactivate Customers

Use the Active toggle in the bottom left of screen Customer Detail screen to make a customer active or inactive.