You can set up a new customer record using the following steps
Click on Debtors, Customer (ribbon menu) or Sales Ledger, Records, Customers (classic/module menu)
Click on Insert
The customer record will be set to the GB VAT status as a default - this can be changed by clicking on GB VAT and selecting the relevant VAT type (note that for settings other than GB VAT you will need to enter the relevant county information.
If automatically generated Codes are not being used, enter the unique Customer Code.
Note that the information in steps 5 and above is optional as customer code is the only information that must be entered.
Enter the Customer Name.
Enter the main Company Address.
Enter the Town, Phone Number, County, Fax Number, Post Code and Mobile Number.
Enter the Customer’s E-mail Address, if this is known (note that you will need to set this to be able to email the customer documents from the system.
Select Save to create the customer record