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How to Create a Customer

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:

  1. The definition and purpose of a customer record
  2. How to navigate to the customer record page in Parsimony.com’s accounting module
  3. How to set up the necessary information for creating a customer record, such as the customer’s name, address, and contact details
  4. How to save and edit the customer record
  5. 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!