1. Select Customers then choose the New/edit dropdown and press New.
2. Enter the details for the record.
   
   You can add an opening balance at this point. 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 when creating an invoice, quote or sales order for a customer.

    
3. Press Save then press Close.
   
   

Alternatively, to use a wizard, select Customers then choose the New/edit dropdown and press Wizard.

---

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.