Use Canix's robust Customers feature to better track and manage your customer base. We're constantly adding new functionality to build out the most robust customer relationship management tool available.

Since Canix already has access to state license databases, you can use this tool to surface new customers and add them to your list of clientele. More information on that feature can be found here: Manage Current and Prospective Customers. 

In this article we will cover:

1. Tracking Customer's Sales Orders
2. Credit
   • Managing Credit on a Customer's Account
   • Applying Credit to a Sales Order

Tracking Customer's Sales Orders

In Canix you can easily review and manage a customer's current and historical Sales Orders. To find your Current Customers in Canix, from the left navigation menu:

1. Navigate to Sales > Customers > Current
2. To view a customer profile simple select the company name you would like to view.                       

In the left section you can view the total Sales Amount for this customer as well as any outstanding balances and from the right section, you may scroll and view the details for each Sales Order created for the selected customer.

Credit

In Canix it's simple to manage credit on customer accounts. We automatically log a credit to the customer's company when an invoice is overpaid. You also have the option of adding credits directly to a company's account. You can choose to apply that balance on any of their future orders via Sales Orders.

Managing Credit on a Customer's Account

1. Navigate to Sales > Customers > Current
2. Search for the customer under Company Name
3. Open their profile by clicking their Company Name
4. In the user profile under Credit, click the blue plus sign
   • Enter the Credit amount being added to the user
     Note - this is in addition to the amount already displayed on the customer
   • To reduce a customer's credit or remove the entire credit, enter the amount with a minus sign before it to represent adding a negative quantity.
     Example:
     Credit on the customer = $1000
     Actual credit should be $800
     To reduce the credit, enter -200 in the credit field
5. 
6. Add the credit amount and click Apply

Applying Credit to a Sales Order

You have the option to pull from the customer's existing credit or apply a new credit.

1. Navigate to the Sales Order to which you would like to apply the credit
2. On the right-hand side under your line items, click Credit
3. Input the credit amount you'd like to apply to the Sales Order
   • Select whether you would like to pull the credit from the customer's existing credit, or add a new unassociated credit
4. Click Apply

Outstanding Balance

An outstanding balance will exist on a customer's account when they have unpaid invoices. The process for logging payment on an invoice can be found here - Create and Manage Sales Orders.