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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.

1. From the Navigation Panel click "Relationships"
2. Then click on Cards"
   
   
   
3. Click "New"
   
   
   
4.  Enter "Card ID" - (Customer code)
   
5. Enter Card Type.
   Card types are a means grouping Customers together for Contract Pricing, Reporting etc.
6. Enter Customer "Name".
   
   
   
7. Tick "Is Customer"
   
   Enter Card Type.
   Card types are a means grouping Customers together.
   
   
8. From Tab Click on "General" Tab and 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" 
9. Tab ' Bank Account' If you should have the customers bank details
    Insert  
   Click on New
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   Enter the Payee Name
   Enter the BSB
   Enter The Account Number
   Select 'Is Customer Primary Account' Tick
   
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10. Click on "Contracts" 
    From within in this tab, you can preview the contracts that have been set up for this customer card.
    
    
11. From tab "Addresses" insert customers address.
    
    From Tab "Contact" Insert Click on 'New" to add a new delivery address or highlight an incorrect address and click on 'Delete'.
    You can insert a number of addresses and identify them by breaking them up by the type of delivery by turning tick on for:
    Accounts - address used for contracting accounts;
    Delivery - address for delivery of the goods;
    Physical - actual address of the customer;
    Postal - post office box address
    By clicking on 'New'
    Enter Name, Street1, Street2, Suburb (draws state and postcode), Delivery Run (is to do with run schedules and a split up when shipments are delivered)
    Turn tick on for Type of Delivery either Accounts; Delivery; Physical; Postal (see explanations of each above)
    Eg below:
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12. Click on Tab "Contact"  
    Contacts are 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:
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13. 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 insert from within a Customer Card
    Click on New
    
    
14. are a list of Jobs that relate
    
    
    
15.  From Tab "Settings" "Customer Settings" enter the fields required for your company.