How do I add a new customer?
A customer is an individual or organization that purchases goods or services. Use Setup New Customers to add a new customer record. You can save the new customer record at any time. If you need to update information on an existing customer, use Modify Existing Customers.
Adding a new customer
1. Open Connect Accounts Receivable > Customers > Setup New Customers.
If you're using auto-increment customer numbers, the next available customer number is assigned to the new customer.
2. Enter the customer's information.
3. Add the customer's bill to information.
Add the customer's name, address, telephone, fax, and email.
Customer information in Setup New Customers
4. Add the customer's recurring billing information.
To learn more, see How do I add a recurring billing to a customer?
5. Add the customer's deposits.
6. Click Save (CTRL+S) at any time to save the new customer record.
The new customer record is saved. To add, remove, or update the customer's information, use Modify Existing Customers.
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Activation date
The date when the account status is active. When an account is active, you can create billings, invoices, and transactions.
Customer type
Assign a customer type to the account. The customer type allows you to group similar transactions together based on shared customer characteristics. Using a customer type means you can filter customers by customer type on reports, invoices, and other transactions.
Deposits
Add a deposit to a new customer.
Date
The current date is the default date.
Category
Select a billing category from the drop-down list. To add a new billing category, see the help topic titled How do I add a category?
Check number
If the customer uses a check to pay the deposit, enter the check number. Otherwise, leave this field blank.
Source ID
If the customer uses a check to pay the deposit, enter the source ID. Otherwise, leave this field blank.
Description
Enter the transaction description for the deposit. Example: Deposit - [Category]
Amount
Enter the deposit amount.
Refund date
If the deposit cannot be refunded immediately, enter the date when the deposit can be refunded.
Statement type
Select the statement type to assign to the account. Use balance forward to summarize the balance from prior periods on the statement. Use open item to include open items from prior periods on the statement.
Tax status
Assign a tax status to the account. Use Taxable to assess taxes on goods and services. Use Exempt for accounts that do not pay taxes, for example, non-profit organization with a tax exempt status.
Termination date
The date when the account status is terminated. Users cannot create billings, invoices, and transactions for a terminated account. A terminated account will remain in the customer file. It will not be deleted when the account status changes to terminated.
Terms
Also known as payment terms. Define the payment terms and conditions for payment amount, due date, discounts, and payment period. For example, Company ABC offers a discount of 2% 10 Net 30 to customers who pay their bills early. That means that if City XYZ pays their bill in 10 days, the vendor (Company ABC) can take a 2% discount, otherwise the amount due must be paid in full in 30 days. If the bill is not paid in 30 days, the vendor will bill late fees, too.
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