Adding Customers

The Tenant Accounts Receivable program automatically maintains one customer record for each of your current tenants. You can also add and maintain customer records manually for receivables customers who are not tenants.

From the Main Menu screen, click RECEIVABLES. The Browse Customers screen appears with all active customers displayed in a table.

On the Browse Customers screen, click

. The Add Customer Account Wizard is initiated.

Hint: You are also able to add a customer from the Customer Information tab on the Maintain Customer Information screen.

Enter the customer’s SSN/EIN (enter the SSN/EIN as XXX-XX-XXXX) and first and last name.

Note: If the customer is a business and does not have a first and last name, enter the business name in the Last Name field and check the Custom checkbox.

Click START to continue.

Enter the customer’s contact information, such as the contact name, street address, city/state/zip, phone #, fax #, and email.

Click NEXT to continue.

Check the statement address checkbox and enter the customer's payee information or, to whom and to where, the customer’s statement(s) should be sent.

Click NEXT, review and confirm the customer information you have set up and click FINISH to add the new customer. The Maintain Customer Information screen appears with the Account Summary tab selected. You can now begin entering additional information for the customer such as: