Before you can record a sale, you need to create a card for your customer.
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To create a customer card
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Go to the Card File command centre and click Cards List. The Cards List window appears.
Click New. The Card Information window appears.
Select Customer from the Card Type list.
Select the designation of the card: company or individual.
Type the customer name.
If you use codes to identify customers, type the code for the customer in the Card ID field. For more information, see Card identification codes.
Enter contact details for the customer.
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Got multiple email address or contact details for one business?If you've got more than one contact at a business, you can enter up to five details for each card, this includes multiple email addresses, phone numbers and street addresses.
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If you want to enter more contact information, select Address 2 from the Locations list and enter the additional details. You can enter contact details for five locations.
Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes.
Click the Selling Details tab and enter your selling details.
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Selling information
The selections you make here will be used, by default, on new sales that you create for this customer. You can override these selections when recording a sale.
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Tax/GST information
The customer’s tax or GST information is entered here. If the customer’s tax/GST status takes precedence over that of the item or service being sold, select the Use Customer’s Tax Code (Australia) or Use Customer’s GST Code (New Zealand)option.
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Credit terms
The credit terms entered here are used as the default terms for all sales to the customer, but can be changed at any time.
Click the Payment Details tab and select the method of payment your customer will use to pay you.
[Optional] Click the Jobs tab and enter the details of each job you have started or are about to start for the customer. For more information about jobs, see Jobs.
[Optional] Click the History tab and type the dollar value of the sales made prior to your conversion month. You can also enter the date that the contact became a customer.