Setting up your company's customers involves four tasks: setting customer defaults, setting statement and invoice defaults, setting up data records for your company's customers, and entering beginning balances from outstanding customer invoices. So before you begin the process, you should assemble
You should also be ready with a variety of additional customer information:
all credit card information for each customer who pays you by credit card
Note: Credit card numbers and expiration dates will be entered in Sage Exchange. You must have a Sage Payment Solutions account to handle this information through Sage 50.
Important! As part of setting up a customer record in Sage 50, you enter both an abbreviated code called an ID and a longer description that will help you identify the customer. For example, you could set up a customer ID "JONESR" and a description such as "Jones Roofing and Siding." IDs can be a useful shorthand if you establish a meaningful and efficient coding system. Tell me more about using a coding system to set up record IDs.
We recommend you review the topics listed below. They will familiarize you with some of the choices you need to make before setting up accounts payable.