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How to create a Customer Card

Posted by   |   June 26th, 2014   |   Categories: MYOB Tutorials

When I see a new client who has begun using Myob, I’m sometimes amazed at the lack of information they put into their accounting software. Myob is really a combination spreadsheet and database.
By including information into the customer card, Myob provides business owners and managers with very valuable information that can be extracted to make important managerial decisions regarding that customer. Some examples are below:

  • Payment terms
  • Credit Limits
  • Creating personalised letters
  • Discounts for early payments
  • Phone/fax/email details
  • Income classification
  • Contact Log

Another area of the customer card that is often overlooked is the Actions button. Once clicked you will see many options to view essential information or create transactions or reports, communicate with customers via email.
If you’ve found this information valuable, check out the video on How to Create a Customer card at myobtrainer.com.au

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