Add a customer

The Customer Information page has multiple tabs that contain basic information about the customer, such as company name, address, and phone numbers.

1. Go to Accounts Receivable > All and select Add (circle) next to Customers.

2. On the Customer tab, enter basic customer and contact information.

   • Name is the name of the company as it will appear on Sage Intacct lists and menus.

   • To unclutter your customer list by showing only your regularly used customers, select One-time use for customers that you use only once or occasionally. One-time use customers do not appear in the customer list page in the default view unless you add the One-time use column and clear the filter at the top.One-time use customers do not appear in the customer list page unless you select Include one-time use at the top of the page.

     One-time use customers are included in subledger reports such as the AR aging report when you set the report filters to include them. These customers are not included in Financial reports or General Ledger standard reports.

     Duplicate information is shared between the Customer tab and the Contact List tab. If you change information in the Customer tab, the changes occur in the Contact List tab, and vice versa, provided you have not selected Exclude company contact list.

   • Print as is the name of the main company as it will appear on payments and notices.

     When you create a new customer, Intacct automatically creates a related contact record for you. The Print as field is used with the Customer ID to create the Suggested contact name. This name is the unique contact ID used throughout Intacct that cannot be edited after creation. It's also the name that appears in all lists and dropdown lists. See Contacts for more detailed information.

   • For companies that use a VAT or GST tax solution, enter tax identification information to calculate taxes.

3. On the Additional Information tab, enter accounting details for the customer.

   • If this customer account is a subsidiary of another customer, select Parent, and then select the name of the parent company.

   • To use an alternative AR account to override the default GL AR account, select it from AR account. Intacct populates the AR override account that you select here to every AR sales invoice or adjustment transaction that includes this customer. See Override the GL account in AR transactions for more information.

     In Accounts Receivable, this feature applies to AR sales invoices and adjustments only. It does not apply to recurring AR sales invoices, manual deposits, or advances.

   • To use a GL group and GL account other than the defaults, enter them in the GL group and GL account fields respectively.
   • For German companies or entities only, enter a DATEV ID to be used for the DATEV export.

   • To add any relevant documents, select or create them in the Attachment field. Learn more about who can add attachments.

     You can drag and drop your files to add an attachment. To attach a document to multiple journal entries, see Bulk processing.

   • To prevent anyone from entering AP purchase invoices for this customer, select On hold.
   • To define a credit limit for this customer, in Credit limit, enter the amount of credit you’re willing to extend to the customer.
4. On the Contact List tab, enter categories and contacts associate with this customer along with customer contacts for billing and shipping.

5. Optionally set up customer payment methods.