Solution Properties
Solution ID:
200427112522737
Last Modified Date:
Mon Aug 17 09:27:02 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
The Customer record Details tab
Description
Create customer records to track customer details, sales, receipts and outstanding balances. Enter most key information on the Details tab.
Cause
Resolution

Access a customer record

  1. On the navigation bar, go to Customers, select New or double-click the required customer record.   

Customer record Details tab

Account Details
A/C* The account reference for the customer's record. Once you save the record, you can't change this.
Company name The customer's company name.
Balance This shows the balance on the customer account. Here you can add an opening balance for your customer. However, we recommend you enter your opening balances later using the Opening Balances wizard.
Inactive Select this checkbox to flag the customer account as inactive.
Registered Address
Address, Post Code, Country

The customer's address details.

You can paste in an address if you press the clipboard symbol Clipboard symbol..

To add more addresses. For example, a delivery address:

  1. Press the Addresses & Contacts button then select New.

NOTE:

This option isn't available in Sage 50 Accounts Essentials. To upgrade, leave your details and we'll get in touch.
VAT Number If required, enter the customer's VAT number.
EORI Number If required, enter the customer's Economic Operator Registration and Identification (EORI) number.
UKIMS Number If required, enter the customer's UK Internal Market Scheme (UKIMS) number.
Direct Debit Manager
  1.  Press Set up GoCardless to access this section.
Contact Information
Contact name The name of the customer's main contact.
Trade contact The name of the customer's trade contact.
Telephone The customer's telephone number.
Telephone 2 A second telephone number if required, for example, a mobile number.
Fax The customer's fax or telex number.
Website The customer's website address.
Social Media 
Twitter The customer's Twitter name.
LinkedIn The customer's LinkedIn account.
Facebook The customer's Facebook account.
Email Settings & Addresses
Email1, Email2, Email3, Email4, Email5, Email6 The customer's email addresses.
I send letters, statements, etc. to this customer via email Select this checkbox if you communicate with this customer by email.
Steps to duplicate
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