Page 140 - Sales Mobility eBook Training Deck
P. 140
Creating a New Customer
1 Click the search button to
determine if there is an
existing customer at the
address
2 If there is no existing customer,
the result returned will be (0).
Click on the create new
customer button
3 Organisation type – only check 4
the box if the business is non-
profit/social club
4 Payer – is used to identify who will 5 ABN – All registered businesses will
pay the invoices. If the payer is the have an 11 digit ABN number.
same as the customer, ensure the
checkbox is ticked You cannot use ACN. It will not process.
Under no circumstances are you to select non profit/social club if the
ABN number is not validate.
