Create a Customer Record
To create a customer record:
- Open the Customer Records window.
How?- In the Home window, click the Customers icon.
- On the File menu, select Create.
- Type the customer's name in the Customer box.
- Click Save and Close.
Add more information to this
customer record
Add the customer's mailing address
Add the customer's email address
Add the customer's ship-to address
Select the customer's preferred language
Turn on statements 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