Create a Customer Record

To create a customer record:

1. Open the Customer Records window.
   How?

   1. In the Home window, click the Customers icon.
2. On the File menu, select Create.
3. Type the customer's name in the Customer box.
4. Click Save and Close.

Other ways to create a customer record

• You can add a customer record "on the fly" in the Sales Invoice window.

What do you want to do?

Add more information to this customer record

Add the customer's mailing address

Add the customer's email address

Add the customer's website

Add the customer's ship-to address

Select the customer's preferred language

Turn on statements for this customer

Add a memo for this customer

Look up your year-to-date sales for this customer

Add the date you started doing business with this customer

Add or modify a customer's pre-authorized debit bank account information

Set up invoicing options for this customer

Add early-payment terms for this customer

Enter this customer's credit limit

Select a delivery preference for forms you send to this customer

Published: June 20, 2016
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