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Posted August 18, 2026

Customer List

A Customer List is the Record List of customer records, the households as seen by the Finance module. It is available at Finance > AR > Customers. You need the FinanceAR Full or FinanceAR Read role. Note: Households, contacts, customers, and vendors are all the same records. See Household List.

include all and all divisions decide which customers are listed. By default the list shows the households marked as Bill To for a student enrolled in the selected school division, plus any customer with an unallocated receipt or an unpaid invoice in the selected ledger. all divisions counts enrolled students of every division. include all lists every customer, whether or not they have students or activity.

Column explanations:

Customer is the customer name. When no customer name has been specified, the household name is shown instead. Contact 1 and Contact 2 are the names of the two contacts.

Alternate Id is the customer's alternate identifier, typically used for imports or synchronizing with other systems.

Balance shows the customer's balance and is hidden by default. Click the Balance heading to set the From Date, To Date, and Include Unposted options used to calculate it. By default the balance includes everything through today. Note: The dates are not retained. Each time you return to the list, set them again if you want something other than the default.

Flags shows the flag attributes applied to the customer. See Configuring Flags.

The list can also show New Invoice, New Receipt, New Credit, and New Misc. Receipt columns that open the same pages as the buttons on the customer dashboard. Turn them on with the gear.

Search fields worth knowing:

Active finds customers that have been activated with Yes or No.

Contact Names searches the household name, the customer name, and the names of both contacts, including a contact's previous last name. Names are matched as Last Name, First Name.

Customer Attribute Name finds customers that have the selected customer attribute.

Customer Balance searches on the balance using the From Date, To Date, and Include Unposted settings of the Balance column.

Has Transactions and Has Transactions Posted find customers with any invoice, receipt, or credit in the selected ledger, or with posted ones, with Yes or No.

Stored Payment Info finds customers who have stored payment information with the selected payment processor, and Stored Payment Info missing for finds customers who do not. Stored Payment Method and Stored Payment Type search the kind of stored payment, such as a bank account or credit card.