Table of Contents Quasar Commands Up: Card File Previous: Address Book Next: Vendor Master

Customer Master

Company (toggle on)

Toggle on or off. Toggle on if the customer is a company.




Company Name

The name of the company.

Contact

The contact name for the company.

Number

Enter a number that can be used to identify a customer. For example, when entering a customer on an invoice you can enter the number rather than the customer name and the customer name will be displayed.

Type

Select a customer type as defined in the customer type master screen. Selecting a customer type will populate the customer master screen with the default information for that type.

Company (toggle off)

Toggle on or off. Toggle off if the customer is an individual person.




Last Name

The customer's surname.

First Name

The customer's given name.

Number

Enter a number that can be used to identify a customer. For example, when entering a customer on an invoice you can enter the number rather than the customer name and the customer name will be displayed.

Address

Street

The customer's street address.

City

The city in which the customer resides or carries out business.

Province

The province in which the customer resides or carries out business

Country

The country in which the customer resides or carries out business

Postal Code

The customer's postal code.

Phone #

The customer's phone number.

Phone #2

The customer's second phone number.

Fax

The customer's fax number.

Email

The customer's email address.

Web Page

The customer's web page address.

Control

Controls specific to this customer.

Groups

You can link a customer to a group for pricing purposes. Special prices can be created that will only be valid for specific groups. Groups are also excellent tools for reporting purposes, such as sales by customer group or viewing groups of aged receivables.

Transactions

This section is used to define the types of transactions that can be created for this customer.

References

A reference entered here is a required reference that must be entered for customer invoices, customer payments and customer withdraws for this customer. For example, a customer may request that a purchase order number be entered on every receipt.

Extra Info

Each company can add attributes and store information required specifically by that company.

Opening Balance

The opening balance may only be entered when a receivable account is first created.

As of

Enter the as of date for the receivable opening balance.

Balance

Enter the customers opening balance.

Inactive?

Toggle on or off. Toggle on if the customer is no longer active. Quasar Accounting will not allow customers with a receivable balance to be set to inactive. Toggle off to make the customer active again.

Email

Click on the email button to send an email message.


Table of Contents Quasar Commands Up: Card File Previous: Address Book Next: Vendor Master