# 客戶

# 簡介

下面顯示範例視窗。

本章節介紹視窗中包含的功能。

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-customer-zht.png)

# 建立客戶

點擊客戶表右上角的“新客戶”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/qMsfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/qMsfinance-customer-zht.png)

輸入客戶數據，然後單擊“創建”。

[![modal-new-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-zht.png)

# 更新客戶

點擊客戶表右側的“更新”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/mpEfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/mpEfinance-customer-zht.png)

更新數據，然後點擊“更新”。

[![customer-udpate-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-udpate-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-udpate-modal-zht.png)

# 查詢客戶

點擊客戶表右側的“查看”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/50hfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/50hfinance-customer-zht.png)

出現客戶模態

[![receivable-customer-view-modal-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-zht.png)

# 客戶表現

點擊客戶表右側的“查看”

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/KkOfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/KkOfinance-customer-zht.png)

客戶績效模態出現

[![customer-performance-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-performance-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-performance-zht.png)

# 收款

點擊客戶右側的“收款”按鈕

[![finance-customer-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/S5xfinance-customer-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/S5xfinance-customer-zht.png)

輸入日期、銀行賬戶、收款金額、運用金額等，然後點擊“更新”

[![receive-payment-zht.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receive-payment-zht.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receive-payment-zht.png)