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Creating a Separate Account for Each Customer

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When adding a new customer, the system may create a shared AR account. You can change this setting to create a separate account for each customer.

Creating a Separate Account for Each Customer

  • Go to "Settings".
  • Open the "Modules Settings" page.

The default tab here is the "Sales".

  • Enable the "Create AR for every new customer" setting.
  • Click on "Save".
Creating a Separate Account for Each Customer — Click on "Save".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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