Welcome to our course on How to Create a Customer under Accounts Receivable in Parsimony.com! In this course, we will guide you through the process of creating a customer record in Parsimony.com’s accounting module.
A customer record is a crucial piece of information that contains a customer’s details such as their name, address, phone number, and email address. This information is necessary for managing accounts receivable, generating invoices, and tracking payments.
In this course, you will learn:
- The definition and purpose of a customer record
- How to navigate to the customer record page in Parsimony.com’s accounting module
- How to set up the necessary information for creating a customer record, such as the customer’s name, address, and contact details
- How to save and edit the customer record
- How to link the customer record to invoices and payments
By the end of this course, you will have a thorough understanding of how to create a customer record in Parsimony.com’s accounting module and use it to manage your accounts receivable effectively.
Join us today and take the first step towards financial management success with Parsimony.com!