Create new customer #

Click on the SMART menu found in the Role Center.

Select SMART > SMARTwizard and choose Create Customer.

Note

You can find a shortcut to the same function from the customer list.

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The next available debtor number is suggested from the number series. If you want a different one, edit the name.

The setup for posting and payment is retrieved from the selected template.

The selected template can be changed to another if needed.

If you want to use the CVR number or phone number as the customer's debtor number, activate the slider.

Finally, click OK.

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The Customer is now created.

Click Yes if you want to open the Customer card.

Go to AppSource