How to Create an Account Customer

How to Create an Account Customer

How to Create an Account Customer

Instructional video also included below for easy reference

Account Customers within Synkd, directly link to your customer records in your accounting system.

Here's how we create an Account Customer;
 
1. Locate and select the customer in the Operational Customer menu.

2. In the "Edit Customer" screen select "Create New Account Customer"

3. Fill in the data fields as required.

4. Once saved, a sync will occur which will create a new customer in your accounting system on the next system schedule.

Alternatively this can be pushed prior the schedule, for further information about this process, please review How to Sync Data before the System Schedule





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