Customers

Customers is used to view and edit all existing customers that you have entered into ObjAcct.  Customers are the clients that you bill for products or services. 

Customers are required to create invoices, credit memos and the documents that pay them in Enter Customer Payments. 

Customers can also be used to identify journal entry lines and for deposits.

Click Refresh in the Toolbar to display the current  Balancefor each Customer in the Customer List screen.

See also Currency Setup; Customer List screen; Customer General, Defaults, Salespersons, Currency, Address, Web Access, Remote Access and Other screens.

Fields

Account Number

Active

Addresses

Balance

Customer

Customer Type

Default AR Account

Default Sales Class

Default Sales Tax

Default Terms

First Activity Date

Invoice Format

Other

Remote Access Company ID

Remote Access Password

Remote Access User ID

Resale Number

Salespersons

Separate Check

Web Login ID

Web Login Password

Web Services URL

Reporting

Customer List

Customer Contact List