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Set up your client

Set up your client's customers

In Accounting CS, your client's customers are the people and businesses who purchase goods and services from your client. Use the
Customers
 screen to set up information about your client's customers.
To access the screen, select
Setup
 then
Customers
.
  1. Go to the
    Main
     tab to enter general information about the customer:.
    • ID (Required):
       Enter a unique ID for this customer using up to 11 alphanumeric characters.
    • EIN/SSN:
       Enter the customer's EIN or Social Security number.
    • Customer name:
       Enter the customer's name using up to 50 alphanumeric characters.
    • Tax exempt #:
       If the customer is exempt from paying taxes on your client's goods or services, enter the tax exempt number.
    • Inactive date:
       If this customer is no longer an active customer, enter an inactive date.
    • Inactive reason:
       This field is available only when a date is entered in the
      Inactive date
       field. To save the reason so that it is available to select for other customers, press
      CTRL+S
      . That reason will then be available in the dropdown for other customers.
  2. Enter the customer's address, phone and fax number, email and web address, and additional contacts.
  3. Go to the
    Accounts Receivable
     tab to specify the customer's beginning balance, default information to include on invoices, and account status information.
  4. Go to the
    Register
     tab to view the transactions that have been entered for the selected customer.
  5. Go to the
    Notes
     tab to record notes about this customer. This is a useful way to track correspondence with this customer or to list customer preferences or to list other information about the customer.
  6. Go to the
    Custom Fields
     tab to track information that's not tracked in the application's default configuration. You can select 1 of the following field types.
    • Checkboxes
    • Date fields (with an on-screen calendar attached)
    • List (dropdown that is customizable)
    • Number fields (with an on-screen calculator attached)
    • Text fields (up to 30 characters in length)
    • Staff list (dropdown with a list of active staff members)

This article applies to:

  • Product: Accounting CS
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