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





    • Related Articles

    • How to Create an Operational Customer

      How to Create an Operational Customer Operational Customers do not get pushed to your accounting system. They're simply linked to an ‘Account Customer’ record, which resides on your accounting system. The main aim is to create a "Digital Firewall" ...

    • How to Create a Batch Billing Customer Class

      How to Create a Batch Billing Customer Class  (Instructional video included below) This will accumulate all invoices for a time period for a customer. The system will then compile all invoices and generate as one final invoice enabling the customer ...

    • Overview of the Retrn'd Dashboard

      Overview of the Retrn'd Dashboard​ On the dashboard of the Retrn'd application, you will be able to access the following menus: New Customer invitations Manage Active Returns Activities Customers History Returns Configuration Returns Reasons Customer ...

    • How to Add a Customer Class

      How to Add a Customer Class Please view article on what is a customer class for more information. 1.  Navigate to side menu, Customer > Classes 2. Select "New Customer Class". 3. Next give the class a name and description. 4. If desired, you can ...

    • Differences between "Operational Customer" and "Account Customer"

      Differences between "Operational Customer" and "Account Customer" There are 2 main record types when referring to customers , each one plays a crucial role within the system.  Operational Customers  Located in Service management or POS, which links ...