To create customers to sell items to, select Customers > Lists > List of Customers or select Customers…Add a Customer. The New Customer screen, as shown below, will display:



Here you will enter the master file information for the customer account. In the top section of the screen, you will enter the name, opening balance, credit limit and Tax Reference number of your customer.

Activate your customer by checking the Active check box. This will ensure that you will be able to process transactions for the customer.

You are able to add the opening balance at a later stage by selecting the Adjust Opening Balance option from the Customers > Special menu.

The Accepts Electronic Invoices check box allows you to indicate that the customer has agreed to accept electronic documents.

The Auto Allocate Receipts to Oldest Invoice check box is automatically checked when creating a new customer which notifies the system to automatically allocate the customer’s receipts to the oldest invoices. If you prefer to manually allocate receipts to their corresponding invoices, uncheck the Auto Allocate Receipts to Oldest Invoice check box.

To skip between the master files, click on the next or previous links.

The bottom part of the screen has nine tabs:

  • Details

  • Activity

  • Additional Contacts

  • Notes

  • User Defined Fields

  • Sales Graph

  • Quotes

  • Invoices

  • Report Layouts

In the Details section, you will enter the basic contact information of your customer, as you can see in the screen above.

This screen also contains some special features regarding the delivery address, email, telephone, mobile number and web address. As you can see, these options are displayed in green underlined text, which makes them active links.

The Map button on the Delivery Address will direct you to Google™ Maps which will pinpoint the customer’s location. Addresses entered should be in a uniquely identifiable format, containing as much information as possible in order to find the locations and coordinates.

The Copy from Postal Address button will automatically copy the postal address into the delivery address box. You will use this option when the customer’s postal address and delivery address is the same.

The Email button will instantaneously create an email, using the email address entered in this field.

Click on Save or Save New if you are adding more than one customer.