From the Program Menu select File Maintenance and then Customer File, type in your ID and your password. The following screen will be displayed:
Click on the Add Customer button and it will open up a blank customer record similar to the one below:
The following fields are a minimum requirement to be filled in:
Key: each one has to be unique: Typically for Account Customers this is an abbreviated form of the Customer Name and for Cash Customers this is usually a phone number.
Name: Customer or Business Name.
Address: This is will be needed for labels or invoicing purposes.
Zip Code: Once you type in the Zip code it will auto fill the City, State.
DL No. This has to be unique; usually phone or driver’s license number.
Phone: Not really required, but suggested to have at least one number.
Status: This is where you mark the customer Account or Cash.
The rest of the fields are preferential on your part.
*Note: If you have a cash customer and they apply for an account and they have open contracts. There will be a prompt asking if you want to covert the contracts to Account