Set up an accounts receivable customer
In Accounting CS, customers are the people and companies who purchase goods and/or services from your clients. If you enable the Accounts Receivable service for your clients, they can set up customer records and invoice items, and then they can create invoices for those customers.
- SelectSetup, thenCustomers.
- SelectAddto open a new customer record.
- In theMaintab, enter a unique ID for this customer, and then enter information in the other fields in the Identification section.
- Enter the address, phone, email, and additional contact information, as needed.
- Select theAccounts Receivabletab.
- To specify a beginning balance for the customer, select the click the Ellipsis button next to theAmountfield in theBeginning Balancesection.
- Enter the outstanding transactions and amounts that comprise the customer's beginning balance.noteThe application doesn't post historical (beginning balance) items to the general ledger. However, these items are available for AR reports.
- In the Invoice Information section, select the applicable default information for the customer. When you select this customer for any customer invoices, customer deposits, or customer payments, the application will automatically enter this information for you. But you can override any of that default information.
- Use the fields in the Account Status section to specify a credit for the customer or to put the customer's account on hold.
- For an existing customer, you can select theRegistertab to view the transactions that have been entered for this customer.
- SelectNotesto enter any notes about this customer.
- Select theCustom Fieldstab to enter information for the customer.
- If your accountant set up any custom fields for the customer, select theCustom Fieldstab to enter that information.
- SelectEnterto save the customer record.
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