Enter the customer's name and address details on the Company tab. The account reference, name and address are used for printing customer details on reports, invoices and mailing labels.
Open: Sales Ledger > Sales Accounts > Enter New Account | Company.
Open: Sales Ledger > Sales Accounts > Amend Account Details | Company.
Enter the Account details:
A/C ref.
If you are adding a customer account, enter a reference for the customer.
The account reference is assigned automatically if you have chosen Automatically generate customer numbers in the Sales Ledger settings Options tab.
If you are amending a customer account, select the reference.
Name.
Enter the customer's full name.
Short name.
The short name is in addition to the customer's full name. This can be up to 8 characters.
The Short Name is used to search for an account. You can also use it to sort accounts on reports.
The short name does not print on customer documents.
Credit limit.
You can set a Credit limit to control sales debt for an individual customer or leave it at zero if you prefer to have no credit limit.
Once you set a credit limit, you will see a warning when entering an invoice that exceeds the limit. You can still proceed with transactions which exceed the agreed credit limit.
If you are adding a customer account, select the customer's currency from the Currency drop-down list.
The currency defaults to the base currency, set in Accounting System Manager.
If the customer account is in a different currency, choose whether the customer will use the Single or Period exchange rate. This only applies to currencies set up to use both single and period exchange rates.
If you are amending customer details, you cannot change the currency.
Enter the customer's address details in the Company details section.
Overview
Enter or amend customer account
Other tasks
Enter individual contact details for the customer
Reference