Add a Customer

1. Select Customer Management from the Accounts Receivable/Customers menu, and the window opens.

2. Click the Add button, and the Customer Detail window opens.

3. Complete the fields as described. Fields marked with a red asterisk (*) are required.

• Customer Name: This field accepts both alpha and numeric characters. This name appears in the Name field list in the Cash Receipts window. You can change this name to be different from the Customer Name. Updates to the Display Name once a customer is active will appear on all cash receipts entered for this customer.

• Display Name: If left blank, this field defaults to the Customer Name. It appears in the Name field list in the Cash Receipts window and on all cash receipts created for this customer.

• Code: This alphanumeric identifier must be unique to the current accounting cycle.

• If left blank, the system assigns a number.

• If Customer Code is set up in System Configuration > Custom Numbers tab AND this field is left blank, the system assigns the code based on the Customer Code format.

• Comment: Enter text if desired.

• Default A/R Account Code: If a default is designated, all cash receipts for this customer will default to this account code, which could then be edited as needed on the cash receipt.

4. Click Save, and the record is saved, enabled, and ready for use in Cash Receipts. Note: Customers become active once they have been used in one or more cash receipts.

5. Optional. Add contact information and addresses to the customer.

Return to Customer Management Overview

Return to AptaFund Overview