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Follow the path: Xmc>Financial Management>Accounts Receivable >Setup>Customer

Image Customer Service Setup 1


  1. Click on New
  2. Click on New Customer
  3. Enter Customer ID
  4. Enter Customer Address
  5. Choose Salesperson
  6. Click on Territory Locked (currently the Territory is now California)

 Image Customer Service Setup 2

 

Go to the Billing >Details Tab

  1. Payment Method
  2. Preferred Bank


 Image Customer Service Setup 3


Go to the Billing >Bill To tab

  1. Copy the Customer Address
  2. Click on Save


Image Customer Service Setup 4

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