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Customer debtor accounts

    It is recommended that a debtor account be created for each individual customer. This allows you to keep track of all jobs done for a specific customer. A debtor account can be created directly from the customer’s window.

     

    Creating a debtor account from a customer record.

    In the People menu, click on the Customers icon and the Customers window will be displayed.

    BrowseCustomer

    Highlight the customer that the debtor account is to be created for and click Change.

     

    Now click the Add.png button next to Account Number. The Create Debtor (from Customer) window will now be displayed.

    CreateCustDebtor

    Fill in any other required information that might not have been entered in the Customer window and give the Debtor account a name.

     

    Click OK to save the information and create a debtor account.

     

    Page last modified 10:38, 28 Apr 2017 by Jennifer Veculim > Debtors > Customer debtor accounts

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