Setting Up AR Customers

AR Customers is the customer master for Accounts Receivable. Accurate customer setup drives invoicing, statements, and payment application.

Before you start

• Agree on a customer numbering scheme (many companies start at 1000 and use four-digit numbers).
• Gather name, addresses, payment terms, and statement contacts.

Steps

1. Open AR Customers.
2. Add a new customer (use + to generate the next sequential number when that is your practice).
3. Enter name and sort name (required).
4. Enter the mailing address. Billing address defaults from this and can be overridden when needed (including at the job cost contract level).
5. Optionally enter phone, fax, contact, email, and URL.
6. Set status to active, inactive, or on hold.
7. Define payment terms (including discount amounts if used).
8. Optionally set a receivable type to override company defaults for this customer.
9. Assign a tax code if sales tax applies to the customer’s invoices.
10. In the statement section, choose open item when that is your statement style, and enter statement recipient contacts on Additional Info.

Notes

• Billing address defaults onto related contracts—get it right before creating jobs/contracts.
• Incorrect status can block invoicing or confuse statement delivery.