Set Up a Customer

Related topics

Send an email message to a customer

Display a customer's Web page

Review a customer's status

Set up customer sales taxes

Display a customer Event Log

Change a customer ID

Perform other accounts receivable tasks

Use this procedure to set up a new customer record.

  1. Click the Customers navigation aid on the Customers & Sales Navigation Center and select New Customer.

    Tip: From any task (transaction) window, you can type + or double-click inside the Customer ID field to set up a new customer.

  2. On the Maintain Customers/Prospects screen, enter a new customer ID, and complete the necessary information. You can use the field help located on the right-hand side of the screen as a guide. Tell me more about this window and its fields.
  3. When you're finished filling in the information, click Save.