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Adagio Links | Products What if the customer is not on file?
Adagio Invoices Customer Maintenance feature integrates fully with Accounts Receivable, with the added benefit of allowing you to work in the comfort of the Windows environment. You can not only add the customer right in Adagio Invoices, but you can add the customer on the fly. Any additions or changes made to the customer file in Adagio Invoices will update the A/R customer file and vice versa.
Imagine for a moment that you're in the process of creating an invoice. You realize that you need to create an invoice for a customer you've not yet added to your customer file. No problem. Just continue on with the creation of the invoice as usual, and when prompted for a customer number, enter a new customer number in the appropriate field. Adagio Invoices will let you know that the customer doesn't exist and ask you if you want to create a new customer. If you answer yes, a new customer screen will appear. The Customer Maintenance function shows you all your customer information at a glance. Just enter the customer information and click OK to save the new customer. Adagio Invoices will automatically add the customer to your customer file and return you to the newly created invoice for this customer. |
