Customer Maintenance
Use this form to set up codes for your customers, and enter all associated details. Customers must exist before you can enter any opening balances and/or transactions in the Accounts Receivable module. You can also use this function for editing customer details, and making enquiries on customer transactions.
Enter customer detail into these forms:
Main
- Defaults
- Integration
- Cash, Banking, Credit
- Delivery Details
- Transactions
- Web Users
- Custom
- eXchange
- Notes
- WebView
- Related
- Analysis
Data Entry Forms
You can access these data entry forms and processes from the Customer Maintenance form by clicking the buttons on the right side of the form:
- Release/Alter Holds
- Apply transactions
- View Jobs (only available if the user has access to the JC module)
- Create Invoice
- Create Credit Note
- Create Journal
- Create Receipt
- Create Standing Invoice
- Create Sales Order
- Create Standing Order
- Create Refund