Summary of Steps:
  1. Navigate to the Account Tab and click the "New" button
  2. Check the box for Accounting Active.
  3. Set the Accounting Type as "Customer" or "Customer and Vendor"
  4. Enter any of the optional Fields below
  5. Click "Save"

Customer Field Descriptions:

Billing Contact
Will be default email contact when emailing billings.
 
Shipping contact
For display only.
 
Outstanding Statement Format
Overrides the default value set in Accounting Settings when sending an Outstanding Statement for this specific customer.
 
Activity Statement Format
Overrides the default value set in Accounting Settings when sending an Activity Statement for this specific customer.
 
Billing Format
Overrides the default value set in Accounting Settings when creating a Billing for this specific customer.
 
Billing Terms Name
The text you want to appear to represent the billing terms. Example "Net 30".

Billing Days Due
The number of days from the billing date that the invoice is due within: Example "30". This is used to default the due date when creating billings.
 
Billing Discount Days Due
The number of days from the billing date that the customer would have to pay within to get a discount: Example: "10". Used in calculating payment discounts.

Billing Discount %
The percent discount the customer will receive if they pay within the number of days entered in the Billing Discount Days Due field: Example "2" would give a discount of 2%

GL Account Variable 1-4
Values that will automatically populate on the Opportunity Product or during the Billing and Cash Receipt Entry process. These values can be edited if necessary on specific line items. 

Please Note:

The Account object serves as both a Customer and Vendor in Accounting Seed. 

 
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