Add a new customer

Please note that this process is also covered by the Easy Steps component.

Overview

There are 3 ways to add a new customer in Business Accountz:

  1. Via the Customer column in a transaction table
  2. Via the Customer Records component
  3. Via the Customer Table component

Add a new customer to a transaction table

It is possible to add a customer to any transaction table which contains the ‘Customer’ column.

First, click in the ‘Customer’ field of any transaction.

Accounting Software screenshot add a new customer to a transaction table

Accounting Software screenshot add a new customer to a transaction table

Next, click ‘New’ from the drop down list which appears.

Accounting Software screenshot add a new customer to a transaction table new

Accounting Software screenshot add a new customer to a transaction table new

Enter the customer’s name in the ‘Add New Customer’ field, and click ‘Add’ to finish.

Accounting Software screenshot add a new customer to a transaction table name field

Accounting Software screenshot add a new customer to a transaction table name field

The customer’s name is associated with this transaction, and added to the Customer Records and Customer Table component

Accounting Software screenshot add a new customer to a transaction table added

Accounting Software screenshot add a new customer to a transaction table added

Add a customer to the Customer Records component

Accounting Software screenshot add customer new

Accounting Software screenshot add customer new

Accounting Software button create new customer To create a new customer within the Customer Records window, click the ‘Create a New Customer’ button at the top of the Customer Details panel.

This will clear the customer name/address fields and place the cursor in the ‘Name’ field, ready for you to start typing. Enter information as required into the following fields:

  • Name - The Customer’s Name
  • Address - The Customer’s Address
  • Postcode - The Customer’s Postcode
  • Country - The Customer’s Country of address
  • Notes - Any further notes you may wish to add about the customer
  • Reference - Use this for any further reference details about the customer
  • VAT Number - The Customer’s VAT Number
  • Account From - An account entered here will automatically be entered in any transaction/quotation for this customer within this component
  • Account To - An account entered here will automatically be entered in any transaction/quotation for this customer within this component

Please note that the new customer details are automatically saved.

Add a customer in the Customer Table component

Accounting Software screenshot customer table add new customer

Accounting Software screenshot customer table add new customer

Accounting Software button add Click the ‘Add a New Customer’ button in the toolbar at the top of the Customer Table window.

This will add a new line to the table. Enter your customer’s details as required.

Please note: the new customer data is automatically saved.