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Set up client information

Set up your client's customers

In Accounting CS, your client's customers are the people and businesses who purchase goods and services from your client. Use the
Customers
 screen to set up information about your client's customers.
To access the screen, select
Setup
 then
Customers
.
  1. Go to the
    Main
     tab to enter general information about the customer:.
    • ID (Required):
       Enter a unique ID for this customer using up to 11 alphanumeric characters.
    • EIN/SSN:
       Enter the customer's EIN or Social Security number.
    • Customer name:
       Enter the customer's name using up to 50 alphanumeric characters.
    • Tax exempt #:
       If the customer is exempt from paying taxes on your client's goods or services, enter the tax exempt number.
    • Inactive date:
       If this customer is no longer an active customer, enter an inactive date.
    • Inactive reason:
       This field is available only when a date is entered in the
      Inactive date
       field. To save the reason so that it is available to select for other customers, press
      CTRL+S
      . That reason will then be available in the dropdown for other customers.
    note
    The vertical green line next to the Inactive reason, City, County, ZIP, and Country fields indicate that they are custom field views. Custom field views enable you to define the items that are included in the dropdown list for those fields. Enter text in a custom field view and press
    CTRL+S
     to save that entry to the list. You can also press
    CTRL+W
     in any custom field view to open the
    Custom Fieldview Editor
    .
  2. Enter the customer's address, phone and fax number, email and web address, and additional contacts.
  3. Go to the
    Accounts Receivable
     tab to specify the customer's beginning balance, default information to include on invoices, and account status information.
    note
    In the Account Status section:
    • If you mark the
      Prompt when credit limit is met or exceeded
       checkbox, Accounting CS will display a message prompt when the customer meets or exceeds their credit limit.
    • If you mark the
      Credit hold
       checkbox for a customer, you can also enter an explanation for the credit hold. If you attempt to enter an invoice for a customer whose account is on hold, Accounting CS displays a message prompt informing you that the customer's account has been placed on hold and giving you the option to continue. Accounting CS will allow you to enter transactions for that customer.
  4. Go to the
    Register
     tab to view the transactions that have been entered for the selected customer.
    note
    The fields in this grid are ready-only. The grid displays information on all receivable transactions entered in the application for this customer, including the transaction date, reference, type, due date, discount honored status, and amount. When the grid is sorted by date, it also includes a Customer Balance column that displays the running balance of the transactions listed.
  5. Go to the
    Notes
     tab to record notes about this customer. This is a useful way to track correspondence with this customer or to list customer preferences or to list other information about the customer.
  6. Go to the
    Custom Fields
     tab to track information that's not tracked in the application's default configuration. You can select 1 of the following field types.
    • Checkboxes
    • Date fields (with an on-screen calendar attached)
    • List (dropdown that is customizable)
    • Number fields (with an on-screen calculator attached)
    • Text fields (up to 30 characters in length)
    • Staff list (dropdown with a list of active staff members)
    note
    The fields and buttons available in this tab depend on the custom fields set up for the Customers screen at
    Setup
    Custom Fields
    Customers
    .

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Clients,Setup