Kingston & Co. Developments is a regular customer of IckyLeaks.

We need to add them as a contact to track sales made and what’s owing.

And we want to make sure that we always use the Icky Invoice template when we invoice them.

Traner Notes:

When setting up a card - you (Profile and Selling Details only)

You can add some basic details in Profile picked up from the documents 

And then go to the selling details to talk to and discuss

• Sale Layout and 
• Printed Form and Invoice Delivery defaults
• how payment terms have defaulted through - and as you start processing point out you can see what this customer owes you and what is overdue!