Create a Customer

Use these steps to add new customer information.

To create a customer:

  1. Under the Accounts Receivable menu section, go to the Customers workspace.
  2. Click + New Customer.
    The Create Customer wizard displays.
  3. Enter the name of the customer. This is a required field.
  4. Fill out the other fields as needed.
  5. Click Create.
    Maconomy saves your changes, and automatically displays the information for the customer you just created.