Add a new customer
Please note that this process is also covered by the Easy Steps component.
Overview
There are 3 ways to add a new customer in Business Accountz:
- Via the Customer column in a transaction table
- Via the Customer Records component
- Via the Customer Table component
Add a new customer to a transaction table
It is possible to add a customer to any transaction table which contains the ‘Customer’ column.
First, click in the ‘Customer’ field of any transaction.
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Next, click ‘New’ from the drop down list which appears.
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Enter the customer’s name in the ‘Add New Customer’ field, and click ‘Add’ to finish.
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The customer’s name is associated with this transaction, and added to the Customer Records and Customer Table component
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Add a customer to the Customer Records component
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To create a new customer within the Customer Records window, click the ‘Create a New Customer’ button at the top of the Customer Details panel.
This will clear the customer name/address fields and place the cursor in the ‘Name’ field, ready for you to start typing. Enter information as required into the following fields:
- Name - The Customer’s Name
- Address - The Customer’s Address
- Postcode - The Customer’s Postcode
- Country - The Customer’s Country of address
- Notes - Any further notes you may wish to add about the customer
- Reference - Use this for any further reference details about the customer
- VAT Number - The Customer’s VAT Number
- Account From - An account entered here will automatically be entered in any transaction/quotation for this customer within this component
- Account To - An account entered here will automatically be entered in any transaction/quotation for this customer within this component
Please note that the new customer details are automatically saved.
Add a customer in the Customer Table component
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Click the ‘Add a New Customer’ button in the toolbar at the top of the Customer Table window.
This will add a new line to the table. Enter your customer’s details as required.
Please note: the new customer data is automatically saved.