| | The Customer record Details tab |
| Description | To help you record customer details, sales to specific customers, receipts and outstanding balances, you can create customer records in Sage 50 Accounts. There are various tabs to record your customer information. However, most of the critical information required is entered on the Details tab. Let's take a look. |
| Resolution | Access a customer record- On the navigation bar click Customers, then click New or double-click the required customer record. Read more >
 TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate.
Find out more about the customer record > Customer record Details tab| Account Details |
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| A/C* | The account reference for the customer's record. Once the record has been saved, this can't be changed. | | 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 check box to flag the customer account as inactive. |
| Registered Address |
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| Box | Description |
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| Address, Post Code, Country | The customer's address details. You can now paste in an address by clicking  . if you need to add more addresses, for example a delivery address, click Addresses & Contacts and New. | | VAT Number | If required, enter the customer's VAT number. | | EORI Number | If the customer has an Economic Operator Registration and Identification (EORI) number you can enter it here. |
| Contact Information |
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| 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 - v24.2 and above |
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| Twitter | The customer's Twitter handle | | LinkedIn | The customer's LinkedIn account | | Facebook | The customer's Facebook account |
| Email Settings & Addresses |
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| Box | Description |
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| Email1, Email2, Email3, Email4, Email5, Email6 | The customer's email addresses. | | I send letters, statements, etc. to this customer via email | Select this check box if you communicate with this customer by email. |
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