How to add customers in AcboBooks

In this lesson you will

Add a customer with payment terms and a credit limit
Enter what a customer already owes when you start
Set up a job (sub-customer) under a customer
Look up a customer's history in the Customer Hub

Before you start

Set up your products and services

The Customer Hub showing Acme Corporation's open balance and transaction history

The customer list

Step 1: Go to Lists → Customers

The customer list shows each customer's company, email, phone, type, terms and Open balance, which is what they owe you right now.

+ New Customer adds a customer.
Open balance: unpaid invoices less credits.
Edit changes a customer's details, including the street address.
A job shows under its customer as Customer:Job.

Customers list with callouts on New Customer, Open balance, Edit and a job row

Add a new customer

In the example we add Harbor Dental Group, a new client who has agreed to 2% 10 Net 30 terms.

Step 2: Enter the contact details and terms

Click + New Customer. Enter the Customer name (how you'll find them in lists), the Company name if it's different, and the Email and Phone. AcboBooks checks the email and phone format as you type.

Customer name: required; the rest is optional.
Email: used when you request payment or email a statement.
Payment terms: sets each invoice's due date, and any early-payment discount.
Credit limit: Create Invoice warns you when a new invoice would take them over it.

New Customer form filled in for Harbor Dental Group with 2% 10 Net 30 terms and a $5,000 credit limit

Tip: Payment terms offers No terms, Due on receipt, Net 15, Net 30, Net 45, Net 60, 1% 10 Net 30 and 2% 10 Net 30. Choose Custom… for any other number of days or discount.

Step 3: Opening balance and jobs

Scroll down. If the customer already owes you money when you start using AcboBooks, enter it in Opening balance with the As of date. It becomes an open invoice called OPEN BAL that ages, takes payment and shows on statements. To track a project separately, pick the parent customer in Sub-customer of (job — optional).

Opening balance: what they owe you on the As of date.
Sub-customer of: makes this record a job under another customer.
Save Customer adds the record.

Bottom of the New Customer form with Opening balance, Sub-customer of and Save Customer

US edition: The new-customer form has City, State / Prov. and ZIP / Postal. Add the street address afterwards with Edit.

See everything about a customer

Step 4: Open the Customer Hub

Choose Customers → Customer Hub. Pick a customer on the left to see their contact details, what they owe and every invoice, payment and credit memo in date order with a running balance.

Search the customer list.
Open balance (owes you).
Their history: invoices, payments and credits with a running balance.

Customer Hub with callouts on search, open balance and the transaction history

Recap

Add a customer with terms, contact details and a credit limit.
Bring in what a customer owed you when you started.
Set up a job under a customer.
Check a customer's balance and history in the Customer Hub.

Saved in this browser only. No account needed.

Questions

What does Price level % do?

It takes a percentage off your list prices when you pick items on that customer's invoices. A negative number marks prices up instead.

Does the credit limit stop me from invoicing?

No. Create Invoice shows a warning with the customer's open balance and asks whether to save anyway.

Should I delete a customer I no longer work with?

Use Make inactive. Deleting removes the record for good; an inactive customer keeps its history and drops out of the pick lists.

Screenshots from AcboBooks 0.2.2 with the built-in sample company. Updated October 25, 2026. Your screens may differ slightly with another version or window size.

Add and manage customers