Adding customers

You can add a customer from 3 places in MYOB Essentials <UPDATE NEW NAME>:

• Click Contacts and select Add Contact from the dropdown list.
  
  
  
  
• Click Contacts and select View Contacts from the dropdown list. Then click the Create Contact button.
  
  
  
  
• Click Add customer from the Customer dropdown list when entering an invoice <WILL THIS BE AVAILABLE WHEN ENTERING AN INVOICE?>.
  
  

However you access the Contact page, you'll be able to record the customer's details using as much or as little detail as you like. The only information required is the type of contact (a business or an individual), and the name. For more information see Viewing and entering contact information.

Importing customers

If you’ve previously used MYOB BusinessBasics, MYOB AccountRight or MYOB Essentials, you can export customer information from your company file and import into MYOB X <update new name>.

For more information, see Import/Export.

Customers with an opening credit balance <customer return page not complete yet>

If you're adding a customer who has a credit balance, create the customer as described above then create a customer return to record their credit balance. When creating the return you'll need to enter the Allocate to account.

This account will be specific to your business, so check with your accounting advisor if unsure.