Specifications

Chapter 4. Accounts Receivable
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STEP 3 HOW MANY CUSTOMERS DO I HAVE?
Ø Determine the total number of charge customers you have. Write the total
here: __________________
STEP 4 HOW DO I WANT TO NUMBER MY CUSTOMER ACCOUNTS?
Ø From the following chart, determine how to start numbering your charge
customers. Normally you will want to number the accounts so that numeric
order is the same as alphabetic order. You will want to leave plenty of
numbers between accounts so that future additions will still be in alphabetical
order.
TOTAL #
OF
ACCOUNTS
# OF DIGITS
FOR CUST
NO
STARTING
CUST NO
INCREMENT
BY*
NEXT
CUST NO
< 75 3 110 10 120
76-750 4 1010 10 1020
751-7500 5 10010 10 10020
7501-75000 6 100010 10 100020
* For heavily used letters, you may wish to increment by 20 or more.
STEP 5 WHERE’S MY PENCIL?
Ø Begin numbering customer accounts on the A/R load forms (or ledger cards or
computer printed report) using the beginning number determined in STEP 4.
Be sure to leave plenty of numbers between each account for future additions,
maintaining the alphabetical order.
OTHER USES & METHODS OF NUMBERING ACCOUNTS:
Ø Last 6 digits of phone number
Ø Give heavily-used customers numbers that are easy to remember (i.e., 5555 or
123)
Ø House account
Ø Employee A/R accounts in a separate range of numbers
Ø Affiliate companies in a separate range of numbers
Ø Separate cash and charge customers for special quotes such as decks, sheds,
houses, etc.
Ø Special "spiff" customer to be used when creating a spiff as a quote first. A spiff is
a group of items on sale with a specified beginning and ending date.