Steps to Add a CustomerCustomers are used in Accounts Receivable to define each company or individual that purchases materials or services from your organization. Within the Customers option, each company or individual has a record containing specific information including name, address, phone numbers, email address, and other miscellaneous information.
Note: In the School Accounting System, all entities with an address defined within the various modules are stored in the Entities Table within the database. Therefore, a customer with a particular ID is able to also be set up as an employee (in Payroll), employer history (in Human Resources), payee (in Payroll), received from (in General Ledger), vendor (in Accounts Payable) and/or a ship to address (in Accounts Payable), using the exact same ID since it is just one entity, if desired.