Adding a New Customer Account   

Purpose

The procedure to add a Customer Account is listed below. Note: Cities, Phone Prefixes, Streets and Zones should be established before this procedure can be completed.

 

Procedure to Add a Customer Account

▪ Access the Customer > Accounts Window.

▪ Click Add.

▪ Enter the Customer Account information. If the Miscellaneous > General > Customers > Customer Options > Unique Account # option is set, a unique account number option is required.

▪ Click Save.

 

Related Topics

Job Right ‘Office - Accounts’

 
 
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