Add a Customer

Add a customer to create a customer record in ProContractor. A customer is required in order to create accounts receivable entries in the Customers module. The customer record contains all customer-related details, including address and contact information, invoice defaults, tax exempt status, and binder items.

Before you can add a customer, you must complete the Customer Setup process.
  1. Open the Default Customer screen. Set up defaults for customer entry or import.
  2. On the Customer screen, create the customer record.
After you add a customer, you may want to: