Customers

The Customer record enables the recording of static data for your customers.

Customer Code This is the id of the record and must be unique and correct. You may wish to set this to be identical to your old debtor code or alternatively you may wish to make it a new code, most likely the customer’s name.

Postal Address You can either select an address from the address table or enter an address that is unique to this customer. To select an address click on the green find button on the address line and then select an address from the list displayed.

Parent This is the customer record to be updated in the financial system if this differs from the Customer record we are entering. For example if we wish to invoice the branch yet manage the debt at the company level this customer record would be for the branch and the parent would be the company.

Invoice Type Set to Standard

Invoice Email The email address to which you wish to email invoices.

Contacts Various contacts can be linked to the customer. These contacts must be present on the Contact table. When adding a contact you can either search by clicking on the green button or start typing in the field and a list of names will be presented.