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" ...
    • 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 ...
    • Adding a Account Customer to a Customer Class

      Adding an Customer Class to an Account Customer The 2 main types of Customer Class posting are: Account: Operational Customer history is record 1 for 1 in the Financial System. Generic: The Operational Customer invoice/s will sync to the Financial ...
    • How to Create a New Claim in Retrn'd

      How to Create a New Claim in Retrn'd Claims can be raised in Retrn'd directly, or approved if they were raised by one of your connected customers. Navigate to Active Returns menu, and select either "Create a new return" or "Add new return by code" if ...
    • How to Link/Unlink a Operational/Account Customer

      How to Link/Unlink a Operational/Account Customer 1. Navigate to the Operational Customer menu. - Search and select the customer you want to link to the Account Customer 2. OR simply unlink from the Account Customer. (Instructional video also ...