A customer is a person, company, or other entity which buys goods and services produced by another person, company, or other entity. The money that is owed by customers (individuals or corporations) to another entity in exchange for goods or services that have been delivered or used, but not yet paid for.
Accounts Receivable are also known as 'Trade Debtors' or 'Customers'.
A Customer Card is where all transactions that are entered against this customer are logged and stored 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.
- From the Navigation Panel click "Cards"
- Click "New"
- Enter "Card ID" - (Customer code)
- Enter Customer "Name".
- Tick "Is Customer"
- Enter Card Type.
Card types are a means of grouping Customers together.
Card types can be used for Contract Pricing; Service Orders; Reporting. - Click on 'Is Customer'
From Tab "General" fill in the relevant fields -
-Select a "Charge to" - If the customer is from a branch you will select the head office, otherwise it defaults to the customer code.
-Enter "Parent Company Name"
-Enter "Trading As' Name.
-Enter "Website URL"
-Enter "ABN and ACN"
- Insert "Contracts"
- From tab "Addresses" insert customers address.
Tick the appropriate - From Tab "Contact" Insert
- From Tab "Settings" "Customer Settings" enter the fields required for your company.