Right-click to display the following context menu:

The following options are available:

  1. Create Invoice – A new Invoice (Document entry) will be launched for the selected debtor (customer / client) account.
  2. Create Credit note  – A new Credit note (Document entry) will be launched for the selected debtor (customer / client) account.
  3. Create Quote – A new Quote (Document entry) will be launched for the selected debtor (customer / client) account.
  4. Reports – You may print postal or delivery address labels for selected debtor(s) (customer(s) / client(s)). You may also print these labels from the Reports → Debtor → Print labels (Reports ribbon).
  5. Debtor group 1 / 2 - Change the reporting group 1 or 2. 
  6. Copy account - Create a new account from a selected account.