Customers > About Customers

Customers

A customer is an individual or a business who purchases the products you sell or the services your company provides. For example, a customer could be an individual who buys your retail sports equipment, a homeowner who wants to hire your staff to build a fence, a corporation which subcontracts your staff for security services, a client who regularly orders wholesale items for their hardware store, a theatrical troupe paying their monthly rent for a facility rental.

Why do I need to track customers?

If you ever need to invoice a customer for a sale, or want to track customer details for future business activities,we highly recommend that you add a customer record to Sage 50 Accounting.

Customer records allow you to:

Save time because you don't have to enter contact information every time you invoice the same customer.
Easily track overdue invoices.
Set up preferred and multiple (Sage 50 Premium Accounting) price lists for valued customers.
Monitor customer sales revenues compared to your business expenses.
Identify internal customers to keep track of employee activities that are not directly related to an external customer. (Sage 50 Premium Accounting)

One-time customers

If you are a retail operation that always receives payment at the time of sale, it may not be necessary to set up a customer record. However,if you want to track all sales from single-sale customers or customers with whom you rarely do business, create a record called One-time Customer. Entering a sale using this customer record tracks these sales without recording a customer name or other details, and stores the transactions as a lump sum for reporting purposes.

My customers are called members/patients/clients (Sage 50 Premium Accounting)

Not all companies refer to their customers with the term, customers.Sage 50 Accounting allows you to create a custom name for the people or organizations with whom you do business: buyers, clients, donors, guests, members, patients, patrons, residents, supporters, tenants.

Quickly add a new customer during a sale

Sage 50 Accounting allows you to add a new customer quickly to the program without going through the formal process of creating a new customer record. Add a customer "on the fly" when you create a sales invoice or accept a customer deposit. You can always go back later into the customer record to enter more information.

Finished doing business with a customer

If you no longer do business with a specific customer, and still want to keep their transaction information for reporting purposes, set the customer record to inactive.

If you no longer do business with a specific customer, and do not want to store reporting information on a customer, a customer's record can be removed when:

There is a zero balance on the customer's account.
The customer's transactions in Sage 50 Accounting have been cleared.
There are no outstanding sales orders or quotes for this customer.

What do you want to do?

Create a customer record

Modify a customer record

Display a list of customers

Change the terminology Sage 50 Accounting uses for customers (Sage 50 Premium Accounting)

Record a fixed discount for a customer

Set up preferred price lists for customers

Add or change multiple price lists (Sage 50 Premium Accounting)

Add or change early-payment terms for a customer

Merge customer records

Make a customer record inactive

Remove a customer record

Enter a sales invoice

Show outstanding invoices

Find out about customer analysis reports