Solution Properties
Solution ID:
201116065035493
Last Modified Date:
Fri Jun 02 13:49:26 UTC 2023
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
The Customer record
Description

Entering customer records saves you time if you have returning or regular customers, it helps you manage cash flow through credit control and means that you have your customer information and activity at your finger tips.

Cause
Resolution

Each customer has a separate record that's unique to them. Not only does the record hold contact details, it sets out the way you do business with them, such as any discounts. When a sales transaction is recorded for the customer, details from their record are used in the calculation to tell what is due and when. Contact details such as an address are used when printing a range of documents, such as invoices or statements.

 TIP: For help creating a customer record, take a look at our quick guide. You can also make changes to multiple records using the Batch changes option.

 

Each customer record holds the following information:

Details

 This tab shows customer's account reference, name and contact details. It also shows the status of any Direct Debit mandate you have for the customer.  Read more >
Donor If you use the charities features, this tab shows information relevant to donors, such as default fund, Gift Aid declaration information and membership details.  Read more >

Defaults

You can set up defaults for each customer which are picked up automatically as you process transactions, saving you time when entering information. For example, pricing and discounting, default nominal code and tax code, and if you use Foreign Trader, currency.

Read more >

Credit Control

 Here you can record credit control information to help you manage the account, such as discounts, trading terms and credit review details. Read more >

Bank

You can use the Bank tab to enter the customer bank details on their record, meaning all of the their information is to hand for when you need to process refunds. Most of the information is for reference only, and is not used automatically when processing transactions.

Read more >

Alerts

 Sage 50 Accounts v27 and above - You can add a custom alert for the customer which appears when you or a colleague selects the record during invoice or order processing. It's a simple and effective way to share important information and timely reminders. ​ Read more >
Communications Here you can keep track of communications between you and your customers, for example, letters and telephone calls, including keeping track of payments promised. You can also charge time for telephone calls made and generate service invoices to bill for your time. Read more >
Memo Here you can enter miscellaneous information and attach documents and references to the record. Read more >
Activity Quickly view the transactions associated with the nominal record and a summary of details for each transaction. Read more >
Sales The sales tab provides an overview of the trading between you and your customer. Read more >
Orders On the Orders tab you can view a summary of the customer's orders and their status. From here you can open any order to view the order details. Read more >
Projects This tab shows a list of projects that are linked to this customer together with each project status and cost and billing information. Read more >
Graph This tab provides a graphical representation of the monthly invoices, credits and balances figures for the current year and future dates. Read more >

[BCB:119:Limitless - 50 Accounts - Customers:ECB]

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