Customer Entry

Overview of AR04

Each accounts receivable customer must have a record in the system. Each record contains the following components: customer account information, name and address information, a transactions listing, information about orders for this customer, information about invoices for this customer, information about payments made by this customer, sales information, order returns information, electronic funds transfer setup (if applicable), and a memo screen.

• From the DDI Connect main menu, double-click Accounts Receivable
• Double-click Customer Entry. You will see this screen:

Adding a New Customer

To add a new customer, click the Add button on the toolbar. You will see this message:

If you wish to proceed, click Yes. This will launch the Name/Address Entry screen.