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Customers Overview

Customers are the individuals or companies who purchase goods or services from your business.

Note

Setting up customers is required. If you want to process accounts receivable transactions, customers must be set up.

ClosedSetup Details

Customers can be set up at any time because they do not affect the setup process.

Setup Prerequisite

Expense codes must already be set up and available for selection. Refer to Expense Codes for more information.

Accounts Receivable Codes must be set up and available for selection. Refer to AR Codes for more information.

Setup Questions

Setup Questions Customer General Tab

Setup Questions Customer Address Tab

See Also

Customers Setup

Customer List Report

Accounts Receivable Overview

Accounts Receivable Introduction

Setup Sequence

 

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