Add memos to customer accounts

Use the Memo tab to add any comments that you want to make about the customer account. You may want to add reminders to other members of your business that should be taken into consideration when calling this customer (e.g. that you are currently in dispute over an order).

You can mark these memos as Active so you can tell which memos are still being used. Setting a memo as Inactive allows you to keep a record of previous memos without deleting them from your Sage 200 system.

Open: Sales Ledger > Sales Accounts > Enter New Account | Memo.

Open: Sales Ledger > Sales Accounts > Amend Account Details.

• Select existing customer account reference.
• Select Memo tab.

1. Click Add to enter a new memo.
2. Enter your memo details.
3. Click OK to save the information.

By default the new memo is marked as Active.

Open: Sales Ledger > Sales Accounts > Enter New Account | Memo.

Open: Sales Ledger > Sales Accounts > Amend Account Details.

• Select existing customer account reference.
• Select Memo tab.

1. Select the memo from the list.
2. Click Set as Inactive.

Open: Sales Ledger > Sales Accounts > Enter New Account | Memo.

Open: Sales Ledger > Sales Accounts > Amend Account Details.

• Select existing customer account reference.
• Select Memo tab.

1. Select the required memo.
2. Click Delete.
3. Click Yes to confirm the deletion.