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