Contents

Create a Customer Account

Caroline Buckland Updated by Caroline Buckland

The process

New customer accounts are to be manually entered and maintained. This document will describe the steps required to create or maintain a customer account.

Creating a new customer

To access the customer creation screen: Accounts Receivable - AR Processes - Customers-Maintain Customers.

From the List screen select the Insert button

The customer Name screen is displayed

Account: select a prefix code for the account. A unique sequential number will be generated on update.

Name: the full customer’s name

Short Name: a suitable abbreviated name that will be used to search for this account.

If the field has a magnifying glass, it means that this field is promptable, and you can use Prompt to help find the code.
 Select the magnifying glass.
You can enter a code or description to limit your search.
Select the code and click on OK. This will return you to the screen you came from, with your chosen code in the field.

Customer Controls

Select the Customers controls option.

This where you can enter Payment terms, currency codes, category codes to and more. Some of these controls during data entry for can be changed during processing.

Payment Terms: override the default Payment Terms (14 days).

Sundry Account Flag: tick this box if the customer account is to be a sundry account.

Dunning Controls: tick this box to not report on outstanding invoices for this account.

Monthly Statement: tick this box to print a monthly statement.

Other controls can be set here, including dunning (chase letters)), credit control limits, custom fields and more. Select each tab to access more information.

Customer Address

Select the Customers address option.

Enter the customer address details, email and contact details can be entered by selecting the formats on the left hand side of the page.

Address Lines 1 to 6: up to five address lines may be entered

Post Code: enter post code

Contact Details: enter a contact name (Forename, Surname)

Telephone Number: enter contact telephone number

Mobile Number: enter a second contact number

e-Mail: if entered this will allow email of printed documents

Enter at least one address line. The Address Number must be set to zero (0), this acts as the default addresses for the customer.

Other addresses can also be maintained such as old address details or different billing addresses.

Customer Tax

Select the Customers tax option.

A default Tax code is required but normally the tax code will be entered on the invoice line.

Tax Code: set a default Tax Code

Default Flag: set this to ‘Y’

Tax Location / Tax Type: will default in

Customer Bank

Select the Customers bank account option.

Optionally you can hold customer bank details if Direct debits are to be setup for this customer.

Use the Save button to create the Customer account.

If you are using Multi Company Accounting (ICA) then Elements are required to be entered.

Select back on the Customer Address format and select the Elements button.

Enter all required elements and then select Save to update the customer account.

A message is displayed to indicate you customer has been created.

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