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, such as the salesperson and department that serve them.

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

Assign a salesperson to a customer

Assign a department to a customer (Premium)

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

Select a customer's default ship-to address (Premium)

 

Use the Options tab to track:

• Language preference
• Early payment terms
• Type of currency used in sales
• Use of preferred price list

Note: Once you process a transaction with a customer, you cannot change the currency option. You must enter a new customer record using a different currency if you want to make this change.

What do you want to do on this tab?

Add or change early-payment terms for a customer

Add or change the standard discount for a customer

Select a price list for a customer

Select a customer's language preference

Select an account to use for recording revenues from a customer

Allow statements to be produced for a customer

Select printing or e-mailing a customer's forms

Prepare the customer record to synchronize with Microsoft Outlook® (Premium)

Synchronize a customer record with Microsoft Outlook® (Premium)

 

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

 

This window allows you to turn on and set up options to import and export transactions with a customer who uses Sage Simply Accounting.

What do you want to do on this tab?

Learn about importing and exporting transactions

Turn on transaction import and export for a customer

Add or modify import and export information for the items a customer buys

 

This tab contains information that you want to appear in the Additional Info Note window when you start a transaction for this customer. You can also turn on or off these pop-up messages here.

What do you want to do on this tab?

Turn on or off the Additional Info Note for a customer

Add or modify the Additional Info Note for a customer

 

In this tab, you can enter historical invoices and payments for your customers. When you have finished entering all your historical information, this tab disappears.

What do you want to do on this tab?

Enter historical invoices and payments for customers