Adding a Customer

To add a customer, click on the edit button () and enter in the customer information into the new line that appears. (seen below)

 

1.  Under customer # and company, just enter the name of the customer.

2.  Make sure the active box is checked.

3.  If you have payment terms entered, select payment term from dropdown menu. (to add new payment terms, please see section on adding payment terms)

4.  Tab through and enter in any other information you would like such as address and phone number etc. These are optional fields for your reference only.

 

Once you have entered in the entire customer’s information, be sure to click on the save button ().