Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
The Customers page lists the names of customers you can invoice. The names on the list are pulled from family records in your ParishSOFT Family Directory database. You can add a customer only if a Family Directory record exists for the customer.
If you want to invoice a customer who is not in ParishSOFT Family Directory, you must first add a family record for the customer in Family Directory. After adding the family record, return to this procedure to add the family to the Customer list. Follow the link for instructions on how to add a new family record.
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Click Customers.
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To add a customer record, click the
plus sign icon.
- This button is available only if you are a user with View + Add/Edit permissions.
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In the Add New Customer(s) window opens This window shows the names of families in your Family Directory database.
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Find the families you want to add to the Customer list by using the search filters. You can also enter specific information into the column filter fields to locate the families you want to add.
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From the filtered list, select the families that you need to as customers. Do one of the following:
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Select individual families by selecting the checkbox to the left of each family's name.
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Select all families in the list by selecting the checkbox in the header (to the left of the Family Name column).
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If desired, you can conduct another search by using the filters. Then, select those families to add to your list.
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Click Add as Customer(s).
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The selected customers are added to the list on the Customers page. You can now invoice these customers.
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