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A Customer is a person, company, or other entity  whom you sold goods on credit to and agreed to receive payment for these goods.

Accounts Receivable are also known as 'Trade Debtors' or 'Customers'.

A Customer Card is where all transactions entered against that customer is logged and stored as either a Invoice, Credit or Payment for further purposes.

The customer card only needs to be set up the once and access can be given to other users for further use.

Settling up a Customer Card.

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1. From the Navigation Panel click "Relationships"
2. Click on Cards
3. Click "New" (top task bar)
   
   1. Enter "Card ID" - (Customer code)
      
   2. Enter Card Type.
   3. Card types are a means grouping Customers together for Contract Pricing, Reporting etc.
   4. Enter Customer "Name".
      
      
      
   5. Tick "Is Customer"
      
      
      
4. Click on "General" Tab and fill in the relevant fields -
   
   1. Select a "Charge to" - If the customer is from a branch you will select the head office, otherwise it defaults to the customer code.
   2. Enter "Parent Company Name"
   3. Enter "Trading As' Name.
   4. Enter "ABN and ACN" 
      
      
5. Click on the Tab ' Bank Account' If you should have the customers bank details
   Click on New, insert all Bank Accounts and assign the Primary Account accordingly
   
   1. Enter the Payee Name
   2. Enter the BSB
   3. Enter The Account Number
   4. Select 'Customer Primary Account' Tick
      
       
6. Click on "Contracts" 
   From within in this tab, you can preview the contracts that have been set up for this customer card. Otherwise click on Link to maintain Contracts.
   
   
7. Click on tab "Addresses" . This tab controls and identifies various Customer Addresses.
   Eg below:
   
   
   
8. Click on Tab "Contact"  
   Contacts is a list of information about the people within a company and there roles and details.
   
   1. Click on 'New' to insert the people (contacts) within that company and there details.
   2. Enter Name of the Contact
   3. Job Description of that Person
   4. Phone - for that contact
   5. Mobile - for that contact
   6. Fax
   7. Web Id
   8. Email Address - for that contact
   9. Tick the appropriate check box for the role of that Contact Person 
      See Example below:
      Image Modified
9. Click on Tab 'Cases'
   Cases are can be broken up into many categories eg:
   -scheduled appointments
   - phone calls
   - reports on problems
   - service orders
   - sales orders
   1. Schedule Appointments
   2. Phone Calls logged
   3. Report on Problems
   4. Service Orders
   5. Sales Orders etc
      A Case can be inserted from within a Customer Card as well as from Cases Icon. Click on the Link for further instructions.
      Cases
      
      
10. Click on Tab "Settings" 
    Click on 'General Settings'
    
     
    "Customer Settings" enter the fields required for your company.