Customers

Use this form to enter customer information, including addresses, contact information, billing terms, default accounts, and whether invoices and statements should be printed on paper and/or emailed. The only information required to establish a new customer is ID, Status, and Name. However, we recommend completing all the necessary information for the customer on this form.

The following tabs are available on the Customers form. Click the link to view detailed information about each tab:

• Customers - Customer Tab
• Customers - Addresses Tab
• Customers - Billing and Terms Tab
• Customers - Default Coding Tab
• Customers - Email Tab
• Customers - User Defined Fields Tab
• Customers- Notes Tab