Customer Records Window

In this tab, record your customer's address, phone and fax numbers, email address and Web site, the date they became a customer, as well as your contact points with this customer, such as the salesperson and department that serve them.

Some of the information entered here appears on the printed material generated by Sage 50 Accounting. For example, the customer name and address are printed on sales invoices to this customer.

Add or modify a customer's name or contact information

Add or modify a customer's email address

Add or modify a customer's Web site

Assign a salesperson to a customer

Assign a department to a customer (Sage 50 Premium Accounting)

Add or modify the date you started doing business with a customer

In this tab, you can add, modify, or delete a customer's shipping information, such as the ship-to address, phone or fax numbers, and email address.

If you enter customer information in English and French, address names must be unique in both languages.

A customer can have up to 10 ship-to addresses, provided each address has a unique name. (Sage 50 Premium Accounting)

Add a customer's ship-to address

Modify a customer's shipping address

Select a customer's default ship-to address (Sage 50 Premium Accounting)

On this tab, you can set the following information:

• Related revenue account
• Type of currency used in sales
• Use of preferred price list
• Language preference
• Ship-from location
• Standard discount
• Early payment terms
• Default payment method for invoices and receipts

Add or change early-payment terms for a customer

Add or change the standard discount for a customer

Select a customer's language preference

Select an account to use for recording revenues from a customer

Allow statements to be produced for a customer

Select printing or emailing a customer's forms

This tab allows you to set up the sales taxes that are charged to a customer.

Change a customer's tax exempt status

Change the default sales tax code used for a customer

If you have signed up for direct payments and are authorized to debit this customer's bank account, select This Customer Has a Signed Active Pre-Authorized Debit Agreement With My Company and enter their bank account information in this tab.

Modify a customer's pre-authorized debit bank account information

Set up your company to receive pre-authorized debits

In this tab, you can add, modify, or delete a customer's credit card information. A customer can have multiple credit cards in the record, provided each card has a unique name.

Add a customer's credit card

Select a customer's default credit card

In this tab, you can set a customer's credit limit or view their sales totals for the current and previous fiscal year.

Set a customer's credit limit

Look up your sales to a customer

Use this tab to enter a task or reminder in this customer's record, and display it in the Daily Business Manager.

Add, change, or remove a memo

This window allows you to turn on and set up options to import and export transactions with a customer who uses Sage 50 Accounting.

Learn about importing and exporting transactions

Turn on transaction import and export for a customer

Add or modify import and export information for the items a customer buys

This tab contains information that you want to appear in the Additional Info Note window when you start a transaction for this customer. You can also turn on or off these pop-up messages here.

Turn on or off the Additional Info Note for a customer

Add or modify the Additional Info Note for a customer

In this tab, you can enter historical invoices and payments for your customers. When you have finished entering all your historical information, this tab disappears.

Enter historical invoices and payments for customers