Adding a Customer to Rollup Account
Rollup accounts allow organizations to consolidate invoices and statements for multiple customer accounts under a single parent (or “rollup”) account....
Customers
How to manage your customer data and settings.
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How to Import a Customer List
Importing a customer list is the quickest way to get a group of customers into the program. Customers can be... -
Add A New Customer to A Sale
Add a new customer to a sale by pressing F2-New Cust on the sales entry screen The Adding Customer form... -
Add An Existing Customer to A Sale
Add a customer to a sale by selecting F4-Find Cust In the Search section, enter the customer’s Last Name and/or... -
Adding Customers to a Contract
Adding a customer to a contract is a quick and easy process. Access the customer list by selecting the Customer icon...