How to create a customer record

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.

Solution Properties

Solution ID
222924150017236
Last Modified Date
Tue Apr 04 11:50:51 UTC 2023
Views
0