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.
- 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 grouping Customers together. - 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.
- From Tab "Contact" Insert
- From Tab "Settings" "Customer Settings" enter the fields required for your company.
