4. Create Customers

1. Set up customer account defaults

• Begin by reviewing and tailoring the settings on the Customer setup menu.
• Go to Setup > Settings > Customers & Sales / Receivables.
• Review all 5 tabs and modify any settings to match your business preferences. Tabs Include items such as:
  • Address
  • Options
  • Discount
  • Invoice Payments
  • Comments
  • Names

You will want to review the following articles while setting up your customers:

• How to set or modify Early Payment Terms?
• How to set up customer payment methods

2. Set up sales taxes

• Before you start processing sales invoices, you must verify the Sales Taxes are setup properly. Importantly, if you setup the sales taxes incorrectly, the transaction will remember the incorrect settings and you will need to Reverse / Void the transaction entirely to apply the new proper settings to the already posted invoices.
• See our detailed article How to set up sales tax.
• After you set the sales taxes, you will want to verify in a test transaction that it is aligned with the correct GL accounts by holding down CTRL on your keyboard and the letter J while in the Sales Invoice.
• You will want to review Verifying the sales tax is affecting the appropriate GL accounts to validate the setup before you start posting transactions.

3. Create customer records

• See How to create customers.

4. Enter beginning balances

• If you entered a GL beginning balance total for Accounts Receivable when working with the Chart of Accounts, then you should have outstanding, unpaid customer invoices.
• Follow How to enter customer beginning balances.
• Click Invoices to record outstanding invoices.

Prefer Training? 

• Take our FREE Get started with Customers anytime course on Sage University.
• Or become a pro in Sage 50cloud and take our Accounting Modules anytime learning package