NESFA® Treasury Procedures – Table of ContentsLast updated 21-Dec-2011.

NESFA® Treasury Procedures: Creating a New Credit Customer

To create a record for a new credit customer (sometimes called an A/R customer), first look to see if the customer already has a customer ID which has been made inactive.  If so, just reactivate it and check the fields below to bring them up to current values.  If a new record needs to be created, use the Maintain / Customers/Prospects... dialogue.

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