Customers

Purpose

  • Create and maintain customer accounts so you can invoice, receive payment, print statements, and (when ready) submit buyer details on MyInvois e-Invoices.
  • Screen: Sales → Maintain Customer. New, or double-click a row.
  • Assistant: tap Customers, suppliers & stock, then Add customer, Edit customer, or Edit customer e-Invoice.
  • Required in chat: Company Name, Control Account, Account Code. Optional: register no., address, phone. After save, chat may ask to fill e-Invoice fields.
  • Do not type “how to add a customer” if you want the wizard. That asks for this guide. Use Add customer to save one.

Before you start

  • A Customer Control Account exists on the chart of accounts.
  • Credit Terms, Area, and Agent exist if the screen marks them required.
  • Price Category exists if you use inventory pricing (Premium).

Screen — create

  • Sales → Maintain Customer → New.
  • Fill Company Name, Control Account, and Account Code. All three are required.
  • Fill Business Registration Number if the buyer is an SSM business (needed for e-Invoice).
  • Billing Address: line 1, country, state, city, and Phone 1 for e-Invoice.
  • Account Informations: Credit Term, Area, Agent, and Price Category (marked required). Leave Currency empty for local.
  • E-Invoice Setting: E-Invoice Category, TIN (or NRIC for individuals), SST and MSIC where applicable.
  • Click Save.

Screen — edit

  • Double-click the customer on the listing.
  • Change the tabs. Click Save.

Assistant

  • Add customer, or Edit customer (select the customer, then Submit).
  • Fill the form. Click Save.
  • For TIN and address only: Edit customer e-Invoice.

Export to another company

  • On Maintain Customer, select one or more rows.
  • Click Export Customer/Supplier Record (the file-arrow-out icon).
  • Tick destination companies in the organization. Start Export, then Confirm.

Main fields

  • Header: Company Name (required), Control Account (required), Account Code (required), Registration No., Status.
  • Billing: address (line 1 for e-Invoice), postcode, country, state, city, attention, email, phones, fax.
  • Account: Currency, Credit Term (required), Credit Limit, Statement, Aging On, Price Category (required), Area (required), Agent (required).
  • E-Invoice: Category (required), TIN for an SSM business, identification for individuals, SST, tourism tax, MSIC.
  • Shipping: optional extra addresses.
  • Chat does not capture every screen field (shipping, statement, credit limit). Finish those on Maintain Customer.

If something goes wrong

  • Cannot save — control account. Create a Customer Control account on the chart of accounts.
  • Cannot save — term, agent, or area. Create them, or pick an existing code.
  • e-Invoice reject missing TIN. Use Edit customer e-Invoice, or the E-Invoice tab.
  • Duplicate code. Choose an unused Account Code.

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