4. Create Customers

Note: detailed steps to set up your customers are described in the Setting up Accounts Receivable section of your Get Started learning package on Sage University.

1. Set up customer account defaults

• Begin by reviewing and tailoring the settings on the Customer Defaults window.
  • Click the Options menu at the top of the Customer & Sales navigation window and select Default Information. Click Customers.
  • Review all 5 tabs and modify any settings to match your own business preferences. Tabs Include items such as:
    • How do I set defaults for customer payment terms?
    • How to set up customer payment methods
• Statement and Invoice Defaults
  • Return to Options >Default Information and select Statements/Invoices.
  • Review the two tabs and modify them according to your preferences.

2. Set up sales taxes

• Refer to the Get Started guide for more detailed information on sales taxes and an example of how they work, or refer to Sage Knowledgebase.
  • How to set up sales tax
• Set up sales taxes using the Setup Guide:
  • Open the Setup Guide (Help > Getting Started) and click Customers.
  • Click Next until you see the window asking if you collect sales taxes. Click Yes and Next.
  • Click Set up Sales Tax vendor and create the vendor to whom you remit sales taxes, if not already set up.
  • Return to the Setup Guide and proceed to the next step and click Run the Sales Tax wizard.
  • Follow the prompts in the Set Up Sales Taxes wizard to identify and set up all the entities to whom you owe sales taxes.
  • When you are finished, click Cancel to return to the Setup Guide.
  • Click Next and skip the information about assigning sales taxes to customers. You will assign sales taxes to customers when you create your customer records in the next section.
  • Click Next until you see a prompt to return to the main Setup Guide screen and select that radio button.

3. Create customer records

• 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 the prompts to add the individual invoices that make up the Accounts Receivable total entered on the COA.
  • Confirm the total of individual outstanding customer invoices matches the AR total entered on the COA. Refer to the Get Started guide for assistance.
  • Return to the main Setup Guide window.
• How to enter customer and vendor beginning balances