Customer master data is used on all transaction forms including sales quotes, invoices and payment receipts. Once you put all customer information on customer master then you will not need to repeat or type it again on transaction forms. You can select customer information from the drop down list.
Go to BasicInputs menu and click on Customers to open the Customer form.
1. Click New button.
2. Type in customer information such as customer name, address, tax registration number, payment terms etc.
3. You can also select the Ledger Account for General Ledger posting.
4. Specify the Credit Limit to restrict the software from creating invoices against the client after amount is overdue.
5. Click Save button to save customer record.