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Quick Steps

Following are the steps required to create new customer accounts using the data entry screens. The minimum required is name and account number.

Create a new debtor record
Type in account name and contact numbers. Select classification, groups and staff member details. Enter in debtor contacts
Add financial details and change ledger account settings if necessary
Enter in mailing and delivery addresses
Set up credit limits and credit status for the debtor
Determine and type in budgets if appropriate
Save the debtor record