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How to create a customer record

Created on  | Last modified on 

Summary

Creating and updating customer records in Sage 50 Accounting.

Resolution

  1. When in Enhanced View, click the pane Customers & Sales/Receivables.
  2. Click the Customers icon.
  3. When in Classic View, under Customers & Sales/Receivables, click the Customers icon.
  4. In the Customers window, click File, Create.
  5. In the Receivables Ledger/Customer Records window, key in all the necessary customer information.
  6. Click Save and Close button to save the new customer record.