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How to Create Customer Accounts

How to Create Customer Accounts

Introduction to Customer Accounts

A customer account is the record in a system used for transactions with your customers. This guide will cover how to create a customer account in Thrive Accounting Software.

Video Walkthrough for Creating Customer Accounts

Steps to create a customer account

  1. Open the Sales Module.
  2. Under the Maintenance card, open the Customer Accounts page.
  3. Click New Customer Account.
    4. ℹ️
    If you are unsure which fields are required for saving a record, click save, and Thrive will highlight the fields required in red. The required fields for creating Customer Accounts in Thrive are:
    • Name
    • Account Code
    • Currency
  4. You can setup multiple records for a customer on this screen - such as the business address, your main contact, Banking information, Analysis codes, Financial details, setup credit control, and Intrastat/VIES.
  5. Once you’ve added your desired fields, you can finish creating the customer by clicking save.
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