Customers

Customers represent account-level relationships for service and billing.

To create a customer record:

1. Open Customers.

2. Select New Customer.

3. Complete the customer identity and billing fields.

   • Name (Required): Enter the customer name.

   • Customer Number: Auto-generated after saving the customer record.

   • Payment Terms (Required): Select the payment terms used for invoicing.

   • Tax Area Code (Required before save): Select the tax area code used for billing rules.

   • General Posting Group (Required): Select the general posting group.

   • Customer Posting Group (Required): Select the customer posting group.

   • Bill-To Customer (Optional): Select an alternate bill-to customer when billing should go to a different account.

4. Complete the customer address and contact fields.

   • Address Line 1 (Required): Enter the primary billing or mailing address.

   • City (Required): Enter the city.

   • State/Province (Required): Enter the state or province.

   • Postal Code (Required): Enter the postal or ZIP code.

   • Phone: Enter the main phone number.

   • Email: Enter the main email address. Invoices are emailed to this address.

   • Website: Enter the company website.

   • Industry: Enter or select the industry if used by your team.

5. Save the customer.

Key Rules

• Credit Hold is read-only because Business Central is the source of truth for that value.

• When a Bill-To Customer is selected, the customer keeps its own address, while billing uses the bill-to relationship.