Create a Customer Record

To create a customer record:

  1. Open the Customer Records window. How?
      1. In the Home window, click Customers & Sales on the navigation pane.
      2. In the Tasks pane, right-click the Customers icon and select Add Customer from the menu.
  2. On the File menu, select Create.
  3. Type the customer's name in the Customer box.
  4. Click Save and Close.

Other ways to create a customer record

What do you want to do?

Add more information to this customer record

Add the customer's mailing address

Add the customer's e-mail address

Add the customer's Web site

Add the customer's ship-to address

Select the customer's default ship-to address

Select the customer's preferred language

Turn on statements for this customer

Synchronize this customer record with Microsoft Outlook® (Premium)

Add a memo for this customer

Look up your year-to-date sales for this customer

Add the date you started doing business with this customer

Add or modify a customer's pre-authorized debit bank account information

Change this customer to an Internal Customer (Premium)

Set up invoicing options for this customer

Assign a salesperson to this customer

Assign a department to a customer (Premium)

Select an account to use for revenues from this customer

Add early-payment terms for this customer

Select a price list for this customer

Add a standard discount for this customer

Enter this customer's credit limit

Select a delivery preference for forms you send to this customer

Add Additional Information to this customer record

Turn on Additional Information Notes for this customer

Enter historical invoices and payments for customers

This customer uses Sage Simply Accounting and I want to be able to send them transactions that they can import

Learn about importing and exporting transactions with other Sage Simply Accounting users

Turn on transaction exports for this customer

Add export information for the items this customer buys from your company