Articles
Creating a New Customer
A new Customer may be created by choosing one of two paths: 1. From the main application menu, navigate to the Client Management module, then select the New Customer option or from the main application toolbar, clicking the binoculars icon , then...
Creating a New Customer from a QuoteWerks Quote
The creation of a new Customer from a QuoteWerks Quote that has been converted to an order in the QuoteWerks application is accomplished from the Job Management Module. During this process a new Customer and Site is created along with billing infor...
Formatting Customer Names
When entering the Customer Names and Bill To Names it is recommended the following formatting rules be followed. When performing customer searches, for residential type customers, it is much easier to sort and find the correct customer if the last ...
New Customer Overview and Topics
The creation of the two customer types; Customer/Site and Master Account/Subaccounts differs in the data entry process. The creation of the Customer/Site customer type will be detailed in this section. The creation of Master Accounts/Subaccounts ...
How To Create a Company House Account
A Company House Account can be used for testing purposes or if you receive a payment from a Non-Customer or a Vendor.
Client Management
Go to Client Management and select “New Customer.”
Enter your Company Name.
...
How to Create a Tax-Exempt Customer
When a customer is Tax-exempt, there is a field in the New Customer setup to populate and activate the tax exception.
The field Tax Exempt is used to enter the customer's tax-exempt number.
Sedona Office will accept any character in thi...
How to fix a duplicate data error on customer creation
When a customer creates a new account the error message below may appear. This indicates a duplicate record is preventing the new account creation. The majority of the time the error is a duplicate zip code.
How to fix steps are below-
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How to Create a Company House Account
A Company House Account can be used for testing purposes or if you receive a payment from a Non-Customer or a Vendor.
Client Management
Go to Client Management and select “New Customer.”
Enter your Company Name.
...