Before you can record activity slips for a customer, you must create a card for the customer. If you're entering an activity slip for a new customer who doesn't have a card yet, you can quickly create one using MYOB AccountEdge's Easy-Add feature. Follow the steps in To enter information about a new customer (using Easy-Add). Easy-Add enables you to create a card with only the customer's name and the standard default information that is provided for new customers. You can use the Card Information window to add contact information and make other changes later on if you like.

To learn more about customer card setup, see also Creating cards.

This tip applies to:

Enter Activity Slip window -- Single Slip Entry view

Enter Activity Slip window -- Multiple Slip Entry view