User Guide

Adding Customers
38 Simply Accounting
Swc90wb.doc, printed on 1/3/02, at 11:14 AM. Last saved on 1/3/02 10:54 AM.
ACCPAC INTERNATIONAL, INC. Confidential
Customer: Yes
[ ] Forms For This Customer: Print
Clear Transactions When Paid: No
6. On the Taxes tab, enter the following so that the customer
will be charged GST and PST:
GST Tax Exempt: No
PST Tax Exempt: No
7. On the Statistics tab, enter the following information:
Year-To-Date Sales: 122.15
Last Year’s Sales: 574.75
Credit Limit: 6,000.00
Note:
For the credit limit, you can type 6000. Simply
Accounting automatically formats the number.
8. Click Create Another to add the customer to your records.
9. Repeat steps 3 through 8, entering the following records:
On the Address tab
Customer: Management Action Line
Consulting
Status: Regular Preferred
Name: Sally Kesterton Steven Wong
Street 1: 4215 Georgia Street 389 W. 49 Ave.
City: Vancouver Burnaby
Province: British Columbia British Columbia
Postal Code: V3W 9S9 V8Y 1U7
Country: Canada Canada
Phone 1: [phone] [phone]
Fax: [phone] [phone]
On the Ship-To
Address tab
Same As
Mailing Address: Yes Yes
On the Options tab
Terms: 0%, 0 Days, Net 30 Accept
Produce
Statements: Yes Yes
[ ] Forms For
Customer: Print Print
Clear Transactions: No No