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Customer Setup
Getting Started > Setting Up a New Company > Customer Setup

Glossary Item Box

 

Sales Reps
Set up sales rep and commission information.

Customers
Set up defaults for customers and customer accounts.

Customer Credit Cards
Set up customer credit cards.

Debtor Letters
Set up debtor letters.

Discount Coupons
Set up discount coupons.

Customer Opening Balances
Record customer opening balance transactions.

Customer Preferences
Configure preferences for the Customer Module.

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