Business partners
Customers, prospects, suppliers and contacts — creation, outstanding balance and free fields.
Articles in this module
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1
Customers, prospects and supplierspublic
Three screens for one Sage concept: understanding the difference and knowing where to look.
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2
Creating a customer or supplier
The full procedure, the account code assigned by Sage, and the errors that block saving.
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3
Outstanding balance, contacts and free fields
Reading a customer’s outstanding balance, managing contacts and using Sage free fields.