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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. Tab ' Bank Account' If you should have the customers bank details
6. 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
      
       
7. 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.
   
   
8. Click on tab "Addresses" . This tab controls and identifies various Customer Addresses.
   Eg below:
   
   
   
9. Click on Tab "Contact"  
   Contacts are is a list of contact information about the people within a company and there roles and details.
   Click on New to insert the people (contacts) within that company and there details.
   Enter Name
   Job Description of that Person
   Phone - for that contact
   Mobile - for that contact
   Fax
   Web Id
   Email Address - for that contact
   Tick the appropriate check box for the role of that Contact Person 
   See Example below:
   
10. Click on Tab 'Cases'
    Cases are broken up into many categories eg:
    -scheduled appointments
    - phone calls
    - reports on problems
    - service orders
    - sales orders etc
    A Case can be inserted from within a Customer Card as well as from Cases. Click on Link for further instructions.
    Cases
    
    
11. Click on Tab "Settings" 
    Click on 'General Settings'
    
     
    "Customer Settings" enter the fields required for your company.