Customer Records Window

In this tab, record your customer's address, phone and fax numbers, e-mail address and Web site, the date they became a customer, as well as your contact points with this customer.

Some of the information entered here appears on the printed material generated by Sage Simply Accounting. For example, the customer name and address are printed on sales invoices to this customer.

What do you want to do on this tab?

Add or modify a customer's name or contact information

Add or modify a customer's e-mail address

Add or modify a customer's Web site

Add or modify the date you started doing business with a customer

 

In this tab, you can add, modify, or delete a customer's shipping information, such as the ship-to address, phone or fax numbers, and e-mail address.

If you enter customer information in English and French, address names must be unique in both languages. A customer can have up to 10 ship-to addresses, provided each address has a unique name. (Premium)

What do you want to do on this tab?

Add a customer's ship-to address

Modify a customer's shipping address

 

Use the Options tab to track:

• Language preference
• Early payment terms

What do you want to do on this tab?

Add or change early-payment terms for a customer

Select a customer's language preference

Allow statements to be produced for a customer

Select printing or e-mailing a customer's forms

 

This tab allows you to set up the sales taxes that are charged to a customer.

What do you want to do on this tab?

Change a customer's tax exempt status

Change the default sales tax code used for a customer

 

If you have been authorized to receive direct payments from this customer, select This Customer Has a Signed Active Pre-Authorized Debit Agreement With My Company and enter their bank account information in this tab.

What do you want to do on this tab?

Modify a customer's pre-authorized debit bank account information

Set up your company to receive pre-authorized debits

 

In this tab, you can set a customer's credit limit or view their sales totals for the current and previous fiscal year.

What do you want to do on this tab?

Set a customer's credit limit

Look up your sales to a customer

 

Use this tab to enter a task or reminder in this customer's record, and display it in the Daily Business Manager.

What do you want to do on this tab?

Add, change, or remove a memo