How to Create a Customer

Step 1 – Search for Customers using the magnifying glass at the top right and select Customers.

On the Customer List page, Select +New to add a new Customer.

This will open a blank Customer card page.

Step 2 – On the blank Customer Page, in the General Section and the address & Contact tab, enter the fields underlined in screenshot below.

Step 3 – In the Invoicing Tab, enter the posting details (screenshot 5). 

• Gen. Bus. Posting Group – Is always UK. 
• Vat Bus. Posting Group – Is always UK
• Customer Posting Group – Select Customer as we are creating a Customer.

Step 4 – In the Payment Tab, Enter the fields underlined in the screenshot below.

• Payment Terms Code – indicates the Payments terms used for calculating the due date of payments to be made against the Customer.
• Payments Method Code – This is the method the Customer will be expected to pay by.
• Preferred Bank Account Number – This is where we specify the Customers Bank Details.