Adding a Customer Account

Use the Customer Maintenance window to add and maintain customer account information.

This procedure assumes you have already set up your A/R constants in Options Configuration.

Adding a Customer Account

  1. Display the Customer Maintenance window. Click the Main tab.

  2. Enter the information in the fields for the customer you are adding.

    If you need more information about a field, click here.

  3. Click Add. A Customer Added message displays at the bottom of the window.