Adding a Customer

SALES > ADD/AMEND CUSTOMERS

The Customer listing maintained within Thesaurus Accounts is maintained in alphabetical order. No account numbers are assigned to Customer accounts, therefore the user must determine the appropriate method of recording Customer names and adhere to it going forward, e.g. Surname, First Name or First Name, Surname.

The Customer name will be added to the Customer listing in the exact manner in which it is entered and sorted alphabetically.

• Enter Customer Name
• Enter the Customer mailing address
• Enter the Contact name for queries or to direct invoice/statements to when issuing to the Customer
• Enter the Fax/ Email details of the Customer
• You may also record a comment here in relation to the specific Customer account, this may relate to credit terms etc.
• Click Update to save the Customer record

You need only set up the Customer listing for whom customer opening balances exist as at the Opening Balance date and for which you need to enter an Opening Balance.  All other Customers can be set up as you are entering Sales transactions.

CONTACT NAME / PHONE NUMBER

It is advisable to enter a contact name and phone number for each Customer account as these details not only flow through to the customer invoices and statements (optional) but also to the Aged Debtors Report / Aged Customer listing which you will be using for credit control.

The Aged Debtors Report / Aged Customer Listing gives a report listing of all the Customer accounts with the closing balances as at the user specified date.