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- Select the Customers tab and click New Customer. The New Customer page will open.
- Type the Customer code and name in the appropriate fields.
Note: The Customer code and name are the only two required fields for creating a new customer. You may click Add to add the Customer to the database or continue entering more Customer information. - In the Bill Info section, type the Customer's contact information in the appropriate fields. This information will appear in the Bill To fields by default for each Estimate-Quote, Job, and Invoice created for this Customer (which may also be overridden, if necessary).
- In the Shipping Info section, type the Customer's address information in the appropriate fields. This information will appear in the Ship To fields by default for each Job and Invoice created for this Customer (which may also be overridden, if necessary).
Tip: The Customer's billing address information can be copied to the shipping information fields by clicking the Copy from Billing Info button. - In the Financial Info section, enter the price structure, terms, tax structure, and credit card information in the appropriate fields. This information will appear in the same fields by default for each Estimate-Quote, Job, and Invoice created for this Customer (which may also be overridden, if necessary).
- In the Ledger section, type the general ledger codes for the Customer in the appropriate fields. General ledger codes can be used for viewing and reporting information based on the Invoices that have been created for the Customer.
- Click Add. This will save the new Customer to the database and make the Customer information available for use throughout the rest of the system.