Customers can be added through the Browse Customers window or the Enter Invoice window.


Browse Customers Window


Step 1: From the Company drop down menu, click BROWSE CUSTOMERS.



Step 2: Click ADD NEW.



Step 3: Fill out all the information on the screen.  **Anything highlighted in YELLOW is required in order to save.**




Step 4: If you have a document you would like to attach, click ATTACHMENT and select ATTACH FILE.



Step 5: Select the document from your computer (select the Local Disk C: Drive>Users>Your name) and enter the file name you would like in the Enter File Name to Save With window.



Step 6: Click SAVE.





Enter Invoice Window


Step 1: From the Company drop down menu, click ENTER INVOICE.




Step 2: Type in the Customer code you would like to use and click ADD NEW from the drop down or click the TAB key.



Step 3: Click SET UP.



Step 4: Fill out all the information on the screen.  **Anything highlighted in YELLOW is required in order to save.**



Step 5: Click SAVE.





NOTE: You can see a complete list of your customers by selecting BROWSE CUSTOMERS from the Customers drop down menu.




Saving an Employee as a Customer


Step 1: Click BROWSE EMPLOYEES from the Employees drop down menu.



Step 2: Highlight the Employee then click DETAIL.



Step 3: Click SAVE AS CUSTOMER.




Step 4: Enter the customer code and click OK.


The new vendor will be listed in the Browse Customers window.