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Accounts receivable

Set up an accounts receivable customer

In Accounting CS, customers are the people and companies who purchase goods and/or services from your clients. If you enable the Accounts Receivable service for your clients, they can set up customer records and invoice items, and then they can create invoices for those customers.
  1. Select
    Setup
    , then
    Customers
    .
  2. Select
    Add
     to open a new customer record.
  3. In the
    Main
     tab, enter a unique ID for this customer, and then enter information in the other fields in the Identification section.
  4. Enter the address, phone, email, and additional contact information, as needed.
  5. Select the
    Accounts Receivable
     tab.
  6. To specify a beginning balance for the customer, select the click the Ellipsis button next to the
    Amount
     field in the
    Beginning Balance
     section.
  7. Enter the outstanding transactions and amounts that comprise the customer's beginning balance.
    note
    The application doesn't post historical (beginning balance) items to the general ledger. However, these items are available for AR reports.
  8. In the Invoice Information section, select the applicable default information for the customer. When you select this customer for any customer invoices, customer deposits, or customer payments, the application will automatically enter this information for you. But you can override any of that default information.
  9. Use the fields in the Account Status section to specify a credit for the customer or to put the customer's account on hold.
  10. For an existing customer, you can select the
    Register
     tab to view the transactions that have been entered for this customer.
  11. Select
    Notes
     to enter any notes about this customer, .
  12. Select the
    Custom Fields
     tab to enter information for the customer.
  13. If your accountant set up any custom fields for the customer, select the
    Custom Fields
     tab to enter that information.
  14. Select
    Enter
     to save the customer record.

This article applies to:

  • Product: Accounting CS,Accounting CS Client Access

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