1. Click Customers then click the New/edit drop-down and click New.
2. Enter the details for the record.
   
   You can add an opening balance at this point, however we recommend you enter these later using the Opening Balances steps.
   
   TIP: In Sage 50 Accounts v27 and above, you can add a custom alert to appear when you create an invoice, quote or sales order for this customer. 
   
   
3. Click Save then click Close.
   
   

Alternatively, to use a wizard, click Customers then click the New/edit drop-down and click Wizard.

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Import multiple customer records

If you already have your customer details in an Excel spreadsheet or CSV file, to save time you can import the records into Sage 50 Accounts.