Customers - General Tab

This tab is used to manage customer address and contact information.

  • The Status drop-down list defaults to Active when a new record is saved. It can be changed to Inactive if this customer should no longer be used.

  • Enter the customer's name in the Name field.
  • Enter the address information in the Address fields.
  • Enter the contact information in the Email and Phone fields.

  • The A/R Account field and Billing Method drop-down list are required if this customer will be used in Accounts Receivable Invoicing.

 

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School LINQ Help, updated 01/2021