Use the Maintain Customers/Prospects window to enter, change, and store information about companies and people to whom you sell goods and services. You can also enter information about companies and people with whom you would like to do business (prospects), as well as attach files to each record.
Warning! When you convert from a prior release that had the Addresses tab, your recipients will now be found in the Company Name field on the Contacts tab of the customer record. The addresses can be accessed from the Contacts tab.
First, you should set up your default or common information, in Maintain Customer Defaults. This automates part of the process of setting up individual customers. Then, you can set up individual customers or prospects, including beginning balances and whether to charge finance charges.
- Set up customer default information
- Set up a customer
- Enter customer beginning balances
- Set up finance charges
Note: You can have a virtually unlimited number of contacts for each customer.
Setting up sales taxes is a matter of using the wizard to set up sales tax IDs and agencies.
You can choose to calculate finance charges on a per-customer basis in Maintain Customers/Prospects. That is, you can decide if you want to charge one customer finance charges, while another customer can be exempt. You set up the general rules (percents, limits, etc.) for finance charges in Maintain Customer Defaults.
Customizable fields let you track information that Sage 50 normally doesn't track. You set up the fields and input the data based on specific information that your business requires.
If you need specific help with a field or a folder on the Maintain Customers/Prospects window, click on the area below. (Header fields are those fields above the folders on the window—ID, Name, Prospect, and Inactive.)