Your Customer List is used to record the people who have previously purchased from your business.
Your customer list can be added to Dext Prepare via several ways:
- Automatically Pulled from an Integrated Accounting Software
- Manually if Not Integrated with an Accounting Software
- Adding Individual Customers Not on Your Customer List
When you upload a Sales Invoice, Dext Prepare will then check your Customer List to find the customer who’s named on the document and automatically add the relevant customer to the item’s details.
If the customer on the document is not on your customer list Dext Prepare will suggest the customer name, which you can then choose to add to your Customer list or ignore.
View your Customer List by clicking on Lists and then Customers.
Automatically Pulled from an Integrated Accounting Software
Dext Prepare automatically imports and updates your existing Customer List from your connected accounting software.
You can update this list at any time by clicking the Reload button in the Customers in the Lists section of the sidebar.
When you publish items to your accounting software with a new customer attached, they will be created in your integrated software.
Manually if Not Integrated with an Accounting Software
You can add your Customer List manually from the Customer section, by uploading a CSV document listing each of your customers.
Adding Individual Customers Not on Your Customer List
If the customer on the document is not on your customer list, Dext Prepare will not automatically set the customer field, but will instead suggest a customer name.
You can then choose to apply the customer name, which will automatically add the customer to your Customer list, or ignore the suggestion.
