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Table of Contents | Quasar Commands | Up: Card File | Previous: Address Book | Next: Vendor Master |
Toggle on or off. Toggle on if the customer is a company.
The name of the company.
The contact name for the company.
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.
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.
Toggle on or off. Toggle off if the customer is an individual person.
The customer's surname.
The customer's given name.
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.
The customer's street address.
The city in which the customer resides or carries out business.
The province in which the customer resides or carries out business
The country in which the customer resides or carries out business
The customer's postal code.
The customer's phone number.
The customer's second phone number.
The customer's fax number.
The customer's email address.
The customer's web page address.
Controls specific to this customer.
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.
This section is used to define the types of transactions that can be created for this customer.
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.
Each company can add attributes and store information required specifically by that company.
The opening balance may only be entered when a receivable account is first created.
Enter the as of date for the receivable opening balance.
Enter the customers opening balance.
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 Toggle on if the customer is no longer active.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.
Click on the email button to send an email message.
Table of Contents | Quasar Commands | Up: Card File | Previous: Address Book | Next: Vendor Master |