Create a New Customer #
When dealing with a new customer and preparing to issue an invoice, you must first create their customer record in Acci.cloud. Here’s how:
- Go to Sales on the left sidebar, and select Customers
- Click Add New button in the top right corner.
- On the Add New Customer page, fill in the following fields
- Enter unique customer ID — maximum 30 characters
- Enter customer name — maximum 50 characters
- Enter primary contact.
- Enter the email address, which is necessary to send the customer a quote or invoice via email.
- Address tab
- Enter billing address and shipping address
- Account tab
- Currency. This is the currency used in transactions with the customer and applies to all sales activities, such as quotes and invoices.
- Select payment terms.
- Credit Limit. If specified, system ensures that invoices cannot be created if the outstanding balance exceeds this limit.
- AR Account. It is used to track the value of a company’s Account Receivable as an asset on the balance sheet.
- Sales tab
- Sales rep. Assign a sales representative to a customer. The system automatically populates this information when creating invoices. Acci.cloud’s built-in sales commission feature uses this data to calculate commissions.
- Price Level. Assign a price level to a customer or group of customers. This feature allows you to offer discounts or special rates tailored to different customer categories.
- Segment. Examples include online, retail, wholesale or subscription. The Acci.cloud sales dashboard provides detailed sales analysis based on customer segments.
- Others tab
- On Hold: Place a customer on hold to prevent creating new invoices. However, you can still receive payments from the customer.
- Tax Exempt.
- Click Save
