Customer Records Window
Sage 50 Accounting lets you keep track of detailed information about your customers and allows you to set up the terms of your business relationship. In the Customer Record window, you can add, modify, or delete information about a customer on the following tabs:
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
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
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.
Add a customer's ship-to address
Modify a customer's shipping address
Select
a customer's default ship-to address
On this tab, you can do the following:
- Select the related revenue account
- Select the currency used in sales
- Select a preferred price list
- Set the customer's language preference
- Establish a ship-from location
- Enter a standard discount
- Define early payment terms
- Turn on and select default payment methods for invoices and receipts
Note: Once you process a transaction with a customer, you cannot change the currency option. You must enter a new customer record using a different currency if you want to make this change.
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
This tab allows you to set up the sales taxes that are charged to 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
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.
In this tab, you can set a customer's credit limit or view their sales totals for the current and previous fiscal year.
Use this tab to enter a task or reminder in this customer's record, and display it in the Daily Business Manager.
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.
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.