You should set up a customer for any entity that will be paying you even if
the work is performed for someone else. For example, you might have customers
set up for a person who pays you for work performed for another person, or for
a business that pays you for work performed for another business.
You can also keep track of
a customer's preferences on the customer's notepad.
Using customer types
You can also categorize your customers by giving them a
customer type. Using customer
types helps track and analyze your customer base. A common use of the customer
type is to categorize customers by how they were referred to your company. If
you know this information, you can keep track of which types of marketing and
sales approaches are generating the most revenue.
Some examples of customer types that you could use are:
Type of business
Out of state
You can also create subtypes to further categorize customers within each
Creating custom fields for customers
You can create up to seven
custom fields to track
additional information about your customers. You can use these customized
fields to track dates, personal information, or other types of information that
you need. For example, if you are a distributor who sells alcoholic beverages,
you might need to record a customer's state permit number. If you assign a
customer number to each of your customers, you can add a custom field to store
that information in the customer list.
Information you enter into the custom fields can be just for your use, or
you can add the customized fields to your sales forms and have the information
appear on your invoices and sales receipts.
Some examples of custom fields you may want to add include:
How the customer was referred.
Relevant personal information about the customer (for example, days/times
when a customer can receive deliveries).
Region in which the customer lives.
Name of the customer's administrative assistant.