Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

Before you can record a sale, you need to create a card for your customer.

UI Expand

expanded	true
title	To create a customer card

Anchor
1095874
1095874
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. 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 or people at the same business.

UI Text Box

type	tip

Got multiple email address or contact details for one business? If you've got more than one contact at a business, enter their details as a different location. You can enter the details for up to five contacts, this includes multiple email addresses and phone numbers. You can select the different contacts when sending emails.

Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes.

If you want to...	See
insert a picture	Card pictures
assign identifiers to the card	Card identification codes
assign an attribute from a custom list	Custom lists
enter additional information in a custom field	Custom card fields

Click the Selling Details tab and enter your selling details.
sales.2.png

A	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.
B	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.
C	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.
Click OK to save the card.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=customer+card&filter=labels%2Clocation%2CsolvedThreads&location=forum-board%3ASales_and_Purchases&search_type=thread&solved=true

HTML Wrap

class	morelinks

More »

Page tree

Versions Compared

Old Version 11

New Version 12

Key

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks