The ‘Customer Input Form’ provides the means to keep track of your customers. The customers you enter on this pop-up form are available to the drop down list on the Quote and Invoice forms. If you want to edit an existing customer’s data, you can click on that customer on the list of customers found to the right of the input fields. Scroll up/down until you see the customer record you want to edit and then click on that customer with the left mouse button. The customer record will then appear as the current record, available for editing. You can add or delete customers by using the record selectors as described previously. A number of reports allows you to print the customer list in a variety of formats.

Printing Customer Mailing Label

You can print the a mailing label for the current customer by clicking the <Customer Label> button. This label sized for a USPS priority mailing label you can get for free from the post office. This is also the same size as a monarch envelope.

Printing Labels

When you click on the ‘Print Labels’ button on the customer form, another pop-up form opens allowing you to filter the customer records for printing labels for all customers, customers from a specific state, or customers from a specific country. The labels are printed in three columns suitable for many of the preconfigured label sheets available on the market. You can adjust the column spacing when you use the 'Print Setup' while viewing the report.