Creating a Customer (Receipt Book)

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Accounting > Accounts Receivable > Receipt Book

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

Within the Receipt Book Screen:

2. Click the Customer hyperlink to open the Customer Details window.

3. Click the Class dropdown and select Retail, Fleet, or Wholesale.

4. Input all applicable information.

5. Click the [Save] button.

· Once the customer has been added to the receipt, follow steps 3-9 of “Creating a Receipt.”