Cards

To add a customer card (Easy Setup Assistant)

Use these instructions to enter information for your vendors if you haven't been tracking this information in another software application and don't plan to import your customer information. Repeat these steps for each of your customers.

  1. Click the New button to display the Profile tab on the Card Information window.


  2. 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. (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. (Adding 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. (Selling Details view)

    You should 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. (Payment Details view - Customer)


  6. Click OK. The card is added to your list.


Warning!

If you're in the process of setting up a new company file and have open sales for this customer, see To enter an historical sale for a customer.

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