Managing Customer Records in Edlio Accounting
In Edlio Accounting, every incoming receipt requires a designated payer. The Customers management interface provides a centralized directory of students, parents, community sponsors, booster organizations, and district entities who remit funds to your school.
đĄ Best-Practice Adoption Tip: Before creating receipt batches for registration fees, athletic passes, or field trips, verify that student ID numbers and parent contact emails are populated in Customer profiles. Having pre-indexed customer records eliminates duplicate entries and ensures donor tax statements match individual family accounts.
How to Add a New Customer
To register a new customer in Edlio Accounting:
Navigate to Receipts in the main navigation bar.
Select the Customers tab in the sub-navigation menu.
Click the New Customer button in the top right corner.
Enter the customer details in the modal dialog:
Customer Name: Enter the full legal name of the person or organization.
Customer Type: Select Student, Parent/Guardian, Faculty/Staff, or Community/Vendor.
Student / Account ID: (Optional but recommended) Enter the student SIS ID number to link payments to district records.
Email Address & Phone: Enter contact information for automated receipt delivery.
Billing Address: Enter street address, city, state, and zip code.
Click Save Customer to add the record to your school directory.
Using Customers During Receipt Entry
When creating a receipt under Receipts > New Receipt, type the customer's name or student ID into the Customer / Payer search box. The auto-complete dropdown will instantly pull their profile and address into the transaction without manual re-typing.
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