Add a New Customer

You can add a new customer as needed.

  1. Click the New button.
  2. Enter a new customer code. The software will verify the customer code is not in use.
  3. Enter a customer name and press Enter.
  4. Select a terms code and sales tax code for the customer and click OK. The software will then open the Customer Main Properties screen where the rest of the customer information can be entered.
Note: If you do not have security authorization to add or edit customers, you will only be able to view existing customers.