Solution Properties Solution ID: 223924850043694 Last Modified Date: Wed Jun 30 19:49:57 UTC 2021 Taxonomy Path: Case category//How do I... Author: [email protected]

How do I set up a new Customer in Accounts Receivable? Description Cause Resolution Follow these steps in Accounts Receivable to set up the customer: Select Setup, Customer. Enter the Customer ID. Enter the Customer Name as you want it to appear on reports, or click the Address Book icon and select a name from Address Book. See "About setting up customer names" for more information on name formats. On the General tab, enter the customer's address, telephone, and contact information. Click the Status tab. Enter the terms defaults for this customer. Click the Contacts tab. Enter the contacts associated with this customer. Click the Billing tab. Enter the customer's billing and finance charge information. Click the Tables tab. Enter the tables you want to use as defaults for this customer. Click the Taxes tab. Enter the tax groups you want to use for each cost type. Click the Checklist tab. Enter the checklist information for this customer. Click each of the Text tabs and enter the text message you want printed on this customer's invoices. If you are using Custom Descriptions, click the Custom Descriptions tab. Fill in the customer's information. Click Save when finished entering the customer information. Click Close to exit. Steps to duplicate Related Solutions