How to manage customer accounts

frontAccountingManaging customer accounts is a basic requirement for Front Accounting.

 


Manage Customers

  1. Go to Sales > Maintenance > Add and Manage Customers.
  2. From here you can select an existing customer and change their details where necessary, or you can create a new customer by entering the relevant details and clicking on Add new customer.
  3. Be careful to select the correct entries in the Sales section.

 

You will now also need to set up at least one branch

  1. Go to Sales > Maintenance > Customer Branches.
  2. Select the customer and create a new branch called Main, by entering all the main contact's details.

 

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