In this guide, we show How to Add a New Customer in the Finance Module.
Access: The minimum permissions required to Add a New Customer are found in the Finance Module section Config > Setup > Roles & Permissions.
This Guide forms part of the ACCOUNTS RECEIVABLE USER GUIDE. Click on the link to see Related Guides.
To begin, go to Modules > Finance > Finance Home Page > Accounts Receivable > Customers.
Select New.
How to Add Basic Customer Information
Complete all the required information. Fields marked with an asterisk are mandatory. When complete, click Save.
After clicking Save, the rest of the page opens.
How to Add Contact Details
If the New Customer is a Staff Member or Student, their Contact Details will automatically pull through from the MIS.
If not, add Contact Details by clicking on the Plus Symbol in Addresses, Telephones and Emails.
By clicking on the Plus Symbol, the Add / Edit Addresses, Telephones and Emails pop-up appears. Select either Telephones, Emails, or Addresses and then Click to Add New… to add new contact details.
In the example below, a new Email Address has been added. The Priority, a mandatory field, has been set at 1. Click Save to Save the contact details.
After entering an Email Address, return to the top and, if required, tick the tick boxes for Send Invoices by Email, Send Statements by Email, and Send Receipts by Email, and select the Email Address to be used. Click Save.
How to Add Bank Details
If the New Customer is a Staff Member, their Bank Details will automatically pull through from the MIS.
If not, and if required, add Bank Details after ticking BACS Payable Customer. Then click Save.
The Bank Details box will remain pink until the new details, or changes, have been Approved by someone with the appropriate authority. Clicking Reject rejects the new details or changes.
How to View Activity
Any Activity can be viewed in the Activity section and Filtered by using the Filters in the section on the left. New Activity can be started by clicking on one of the buttons in the Activity section, for example Add Invoice.
How to Add Documents
Documents, such as insurance or training documentation, can be uploaded and stored on the system by clicking on New in the Documents section. Documents can also be opened, removed, and flagged for importance.
Click on New to bring up the Upload File pop-up.
How to Create Statements
Statements can be created by clicking on Create Statement in the Statements section.
How to Put a Customer on Hold
To put a Customer on Hold, click the radial button under Commercial Relationship. Note the On Hold Symbol under Customer Identification.
