To add a customer card

The Cards List window should be displayed. (To find the Cards List window)

1. Click the Customer tab at the top of the window. Then click New.
2. The Profile view of the Card Information window appears. Enter the customer's name and as much contact information as you care to track. Note that you can enter up to five different addresses and sets of phone numbers by choosing different selections in the Location field. [Using the Profile view]
3. If you've set up custom lists or fields, or if you want to add a picture of the customer, do so using the Card Details tab. [Using custom lists and fields]
4. Click the Selling Details tab and enter credit terms and other sales-related details. The entries you make here will appear automatically on the customer's invoices, but you can change them, if necessary, when making the sale. [Using the Selling Details view (Customer cards only)]

We suggest that you also choose a sale layout for the customer. If you generally sell goods to the customer, choose the Item layout. If you sell services, choose the Service or Professional layout, and so on.

5. If this is a regular customer who generally pays by the same method, you can use the Payment Details tab to enter information about that payment method. [Using the Payment Details view (Customer cards only)]
6. Click OK.