Setting up a Customer

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Setting up a Customer

1. If you choose the [Customer Information] button when in the People Places Things Entities Module step, you will be asked to verify that you want to add the entity as a customer.
2. Press [Yes] to add the entity as a new customer -or- Press [No] if this entity is not a new customer to return to the People Places Things - Main Editor form.
3. The Customer Editor - PPT form will be displayed.
4. Enter the customer information.
5. If the billing address is the same as the customer's physical address, the customer billing address does not need to be set. The People, Places & Things - Main Editor will automatically set up the billing address to be the same as the customer address. Press [Save] to save the changes and return to the People, Places & Things - Main Editor form.
6. If the billing address is different from the customer's physical address, press the [Address Info] button at the top of the screen to enter this customer's payment information. The Select Billing Address Source pop-up will prompt you on how you want to enter the billing address.
7. When all the information you desire has been entered, press [Save] to save the information and return to the Customer Editor - PPT form -or- Press [Close Window] to completely exit from People Places Things Entities and return to the main Module.