Open the Customer Template window.

Specifies a customer template that you can use to quickly register new customers.

Related Tasks

The following table shows tasks that are related to the Customer Template window, with links to the topics that describe them.

ToSee

Create a customer card for each customer that you sell to.

How to: Register New Customers

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice Sales

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make Offers

Tip

See Also