Enter or amend customer accounts

Open: Sales Ledger > Sales Accounts > Enter New Account.

Open: Sales Ledger > Sales Accounts > Amend Account Details.

Create a customer account

Customer information is held across several tabs. Some details are inherited from your Customer Defaults settings. Any customer defaults that were defined in the settings are applied automatically to each account. You can keep or change them as you create each account.

Some of these defaults also carry through to individual transactions. Again, you can amend them as you enter the details of a transaction.

Amend a customer account

Any changes you make to an account will only affect transactions that you enter after you've made the changes. For example, if you change the settlement discount details, this doesn't affect the discount details already entered on transactions.

  • You can't change the account Code once the account has been saved. If you've entered a code incorrectly and haven't entered any transactions for it, delete the account and recreate it.
  • You cannot amend a customer account that is on hold.

Once transactions have been entered for an account:

  • You can't change the currency.
  • You can't delete the account.

Duplicate a customer account

You can create a new customer account from an existing one. The new account will have all the trading details of the original account.

This is particularly useful if your customer is migrating to the Euro and you want to create the new account using the customer's existing account and apply the Euro currency as its denomination. Once you have duplicated the account, you can see the Linked customer on the General tab of the Account Enquiry.

See Duplicate a customer account.

Import, export and update accounts

If you need to add or update a large number of customer accounts, it might be quicker for you to import them in Sage 200.

You can also export accounts to a file in the same format used for an import. This means you can export information and make changes to it using an external tool (such as Excel), and then import your updated information back into Sage 200.

See Import and export customer accounts.