Create a customer

The Customer window is used to enter information on customers in order to:

• Facilitate invoicing and management of accounts receivable.
• Produce complete and meaningful reports.

To create a customer file, proceed as follows:

1. In the Customers tab, Customers group, click the Customers arrow button and select Create a Customer.
2. Enter the appropriate information in the various tabs:
   • Details: Customer’s name, postal address, phone numbers and email address.
   • Transactions: Information needed to invoice the customer: terms of payment, allowed discount, income account associated with the customer (this account is proposed by default when a transaction is entered), etc.
   • Record: Type of account statement, opening date of the file, reference date and information concerning the customer’s purchases.
   • Taxes: Taxes or tax exemptions applicable to the customer. The taxes defined in this tab always take precedence over the taxes associated with the receivable.
   • Credit: Type of credit line granted to the customer (none, upon authorization, upon verification or unlimited), limit and various details on the customer’s credit file.
   • Contact Pers.: Customer’s contact persons (e.g. buyer, accounting clerk).
   • Notes: Relevant information about the customer. Notes can be displayed during invoicing and printed on the invoice.
   • Customer History: Displays the customer’s transactions, from the most recent to the oldest.
3. Click to save the customer file.