Adding and Modifying Customer Records

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Adding, Modifying, and Deleting Customer Groups

Adding, Modifying, and Deleting National Accounts

A/R Credit Card Information Screen

A/R Customers Screen

Use the Customers screen to add, edit, and delete customer records.

To add a new customer:

  1. Open Accounts Receivable > A/R Customers > Customers.

  2. Click Create New.
  3. In the Customer Number field, enter the code for the new customer.
  4. Complete the fields on the customer record.
  5. Click Add to add the new customer.
  6. If you want to add another record, repeat steps 2 through 5.

To edit or view an existing customer record:

  1. Open Accounts Receivable > A/R Customers > Customers.

  2. In the Customer Number field, select the code for the customer record you want to edit.
  3. Make the changes you need in the record.
  4. When finished, click Save to record your changes.

To delete a customer record:

  1. Open Accounts Receivable > A/R Customers > Customers.

  2. In the Customer Number field, select the code for the customer record you want to delete.
  3. Click the Delete button.
  4. If a message appears asking you to confirm the deletion, click Yes.