Click on Sales > Customer Accounts then select a Customer Account by ticking the box at the end of the relevant line, and Edit Customer or click New Customer. You will need to complete the following:

• Account Code – enter a short name/ code for this customer (you can search on this when selecting for an order or invoice)
• Name – full legal name for this customer (you can search on this when selecting for an order or invoice)
• Customer’s Reference for your business, if known – the code or reference the customer uses for your record in their purchase ledger accounts
• Account Status – select from list (the application will prompt to confirm if payment has been received at certain points of the sales or order process depending upon this setting)
• VAT Number – if known (particularly important for European customers as this affects how VAT is calculated)
• VAT Type – select from list (if a UK customer then this will normally be set to ‘UK Standard’ and should only be changed if you are sure that the customer has a different status, for example where the customer can provide evidence that the goods or service are for a new build construction project which should be zero rated)
• EU Country – select from list (particularly important for European customers as this affects how VAT is calculated)
• Sales Account – select which sales (revenue) account you want sales to this customer recorded (the application has one default sales account initially but you can create more for analysis purposes if required)
• Department – select which department you want sales to this customer recorded in if you use more than one department for analysis purposes
• Project – select which project you want sales to this customer recorded in if you use more than one project for analysis purposes
• Days Allowed – terms extended to this customer (number of days)
• Value Allowed – credit extended to this customer (value)
• Discount Rate – discount given to this customer and will affect the Item list price on any invoice for this customer (number, e.g. 20 will mean that the Stock and Order Item List Price will be discounted by 20% for sales to this customer)
• Preferred Contact Type – select Email if the customer has agreed to receive invoices and statements by e-mail, else Hardcopy to print invoices and send by fax or mail
• Main Contact Details – ensure that an e-mail address is entered if Preferred Contact Type has been set to Email
• Account Contact Details – if entered , this e-mail address will take priority for invoices sent by e-mail
• Address – as a minimum the record should include the first line and postcode else the application will report an error when you try to Save or Update
• Delivery Addresses – additional/ optional addresses which you deliver to for this customer from time-to-time

Click on Create or Update and the customer details are saved or updated to the database and if this is a new customer the name is added to the Customer Accounts list on screen, and is available for selection on an order or invoice.