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 to edit customer details, and enquire 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

• Defaults Tab - Accounts Receivable Module Control