Customers

Table of contents

• Opening the Customers screen
  • Creating a customer
  • Viewing/editing an existing customer
  • Deleting an existing customer
• Save or Cancel

Opening the Customers screen

• From the Accounting Menu screen, click the Maintenance button, then select Customers.

(Alternatively you can reach it from the top menu bar, under Accounting.)

Creating a customer

1. From the top drop-down box click on <Add New>.
2. In the screen that appears, fill in the relevant entries.

Field name	Description
Customer ID	A unique code that you assign to each customer. Usually they are just numbers in ascending order but other numbers and letters may be used. This field is required.
Active	Checked for active customers, unchecked for inactive. By default this is checked.
Name	The Customer's name goes here.
Customer Type	This is used for categorizing customers; the list of typed is user defined.
Contact	Name of a contact person at the customer.
Account #	The account number you have with this customer.
Address/City/Prov./Postal/Country	The customer's address information.
Telephone 1,2/Fax	The customer's telephone, fax numbers.
Email, Website	The customer's email and website addresses.
Purchase Account	The account in the Chart of Accounts that is debited when you purchase from this customer. Select it from the drop-down box. To create new accounts see Chart of Accounts.

Viewing/editing an existing customer

• From the top drop-down box select an existing Customer, then click OK. The customer's information will appear.

All the fields described above may be edited. In addition to those fields, Rent Magic automatically generates an activity graph for this account, presenting it in the Summary Graph Area.

Deleting an existing customer

• From the top drop-down box select an existing Customer. Select Delete to delete this customer.

Save or Cancel

• Click Save to save your changes and exit.
• Click Cancel to discard your changes and exit.

Return to Accounting

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