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Enter or amend customer account

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

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

• Select existing customer account reference.

1. Enter the customer details on the relevant tab:
• Company.
• Contacts.
• Trading.
• Payment.
• Credit.
• Documents.
• Attachments.
• Memo.
2. To save the account, click Save.

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