Creating customers in NAP Online allows you to keep track of all transactions related to each parent or vendor. For example, you may want to setup a parent as a customer because they are on a payment plan or have an NSF check.

Under the Sales Tab you would select “Add and Manage Customers”

• Step 1: From the drop down, select add new customer. (If you want to edit an existing customer, select that customer from the drop down menu.)
• Step 2: Enter Customer Name. (Ex. Bob Smith, Region XXXX)
• Step 3: Enter Short Name. Often the full name and short name are the same. This field can be used as a reference, for example, the child’s name. (Bob, Child's Name, RXXXX)
• Step 4: Enter the customer Address
• Note: All other fields can be left with Default
• Step 4: Click

Now you can create invoices and apply payments. To learn more about creating invoices or applying payments, read one of the Invoice wiki's on the main page under the title Sales.