Accounts

Use Sales > Accounts to maintain the customer records used on sales documents.

Find an account

1. Open Sales > Accounts.
2. Find the customer in the search field.
3. Select the customer row to show the account details.
4. Select the section that you need.

Section	Information
Customer Details	Contact details, terms, currency, credit limit, and account status.
Addresses	Customer addresses and default billing and shipping addresses.
Order History	The customer's sales orders and their progress.
Invoices	The customer's invoices, due dates, and balances.

If a section cannot load, select Retry in that section. Use Export in the account list to download the rows in the current view.

Create an account

1. Select New account.
2. Enter Customer code and Customer name.
3. Enter Business name (optional), Email, and Phone, as applicable.
4. Set Currency.
5. Select Payment terms, if applicable.
6. Enter Credit limit, if applicable.
7. Complete the first entry in Shipping addresses.
8. To enter another shipping address, select Add shipping address.
9. Select Default shipping address for the applicable active address.
10. Complete Billing setup.
11. Enter Notes, if necessary.
12. Select Create customer.

The new account appears in the account list. Convexity also saves the shipping address records.

Set the billing address

To use the default shipping address for billing, select Billing address is the selected default shipping address.

To use a different address:

1. Clear Billing address is the selected default shipping address.
2. Complete Default billing address.
3. Save the account.

Use a two-letter Country code, such as US.

Change an account

1. In the account list, select Edit for the customer.
2. Change the applicable customer details or addresses.
3. Select the active default shipping address.
4. Examine the billing setup.
5. Select Save account.
6. Open the account again to examine the values.

When an existing shipping address is no longer used, clear Active shipping address. Select another active default address before saving, if necessary.

Deactivate or reactivate an account

1. Find the customer in the account list.
2. Select Deactivate.
3. Examine the customer name in the confirmation dialog.
4. Select OK.
5. Make sure that the account status changes to inactive.

Deactivation changes the account status. It does not delete its order or invoice history. To use the account again, select Reactivate.

To create a sales document for a customer, see Create a sales order or Invoices.