About customers

You can add any company to which you sell goods or services to your Customers list. Other Sage Intacct applications use the customer information for record-keeping purposes, printing the names and addresses on forms—such as invoices—and for determining the ship-to contact so tax can be computed.

Customer hierarchies

By default, the Customers list uses icons and indentation to show how parent and child customers are related. This hierarchical view is helpful when you have customers that belong to the same parent customer, such as a when you are doing business with subsidiaries or divisions of the same company and need to separately track their contact and billing information.

For multi-entity shared companies Customers are a master object. Master objects can either be common (meaning, accessible) to all entities or exclusive (private) to a specific entity.

View the Customers list

You can find your Customers list on the Accounts Receivable menu. Depending on your company's subscriptions, you can also find the Customers list in the menus for Order Entry and Projects.

Subscription

Accounts Receivable

Regional availability

All regions
User type

Business, Employee, Project Manager, Warehouse, Platform, and CRM
Permissions

Customers: List, View

Manage payments: List, View, Add

  1. Go to Accounts Receivable > All > Customers.

    From the Customers list, you can add new customers, edit or view existing customers, and import and export customer information.

  2. Do one of the following:

    • To add a customer, select Createon the Customers list.
    • To edit a customer, select More actions > Edit at the end of the row.
    • To view customer details without editing, select More actions > View at the end of the row.
    • To receive payment from the customer, select More actions > Apply payment at the end of the row.

    Other controls on the Customers list let you easily update multiple customers at once. Learn more about importing and exporting customer information.

  1. Go to Accounts Receivable > All > Customers.

    From the Customers list, you can add new customers, edit or view existing customers, and import and export customer information.

  2. Do one of the following:

    • To add a customer, select Add on the Customers list.
    • To edit a customer, select Edit to the left of the customer's name.
    • To view customer details without editing, select View to the left of the customer's name.
    • To receive payment from the customer, select Apply payment next to the Total due.

    Other controls on the Customers list let you easily update multiple customers at once. Learn more about importing and exporting customer information.