Customer, Vendor and Item Setup

How to Set Up, Modify & Delete Items in MultiLedger?

Setting Up Items There are two ways to set up items in MultiLedger: You can set up a new item while you are entering an Item Purchase, provided there is at least one other item set up already. When you reach the Items pop-up list on Item Purchases, click New. You can then set up […]

How to Set Up, Modify & Delete Vendors in MultiLedger?

Setting Up Vendors Click Vendor Setup in the Command Center. Enter a Vendor name. Note: You can use an optional code field to sort or classify vendors. For details, see “Codes for Customers, Vendors, and Items.” Enter a contact name and the vendor’s address. Note: If you print 1099s from MultiLedger, you should note that […]

How to Set Up & Modify Customer in MultiLedger?

Setting Up Customers Click Customer Setup in the Command Center. Enter a customer name. Note: You can use an optional code field to sort or classify customers. For details, see “Codes for Customers, Vendors, and Items” Enter a contact name and the customer’s address. Enter any other relevant customer information. See “Customer Setup Field Descriptions.” […]

Customer Setup Field Descriptions in MultiLedger

Customer Setup Field Descriptions The following section describes the fields on Customer Setup. Inactive Check this box to designate a customer as inactive. Inactive customers appear at the bottom of a customer list with a tilde (˜) before their names. Marking a customer as inactive is an alternative to immediately deleting a customer. You can still view reports for inactive customers, […]

How to Set Up, Modify & Delete Customer Terms in MultiLedger?

Setting Up Customer Terms Click Customer Terms in the Command Center. The example below shows customer terms that are set up in the Retail Sample Company: Enter a name for the term. Note: Enter your most common terms first so they appear first in the Terms pop-up list during transaction entry. The first term in […]

What is Customer Terms in CheckMark MultiLedger?

Customer Terms Using customer terms is optional in MultiLedger. Customer terms determine how long a customer has until payment is due and whether they’ll receive a discount for early payment. If you don’t define customer terms for your company, an invoice’s due date will be the same as the invoice date. You can define up […]

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