• ID. (Required) Enter a unique ID for this customer using up to 11 alphanumeric characters.
• EIN/SSN. Enter the customer's EIN or Social Security number.
• Customer name. Enter the customer's name using up to 50 alphanumeric characters.
• Tax exempt #. If the customer is exempt from paying taxes on your client's goods or services, enter the tax exempt number.
• Inactive date. If this customer is no longer an active customer, enter an inactive date.
• Inactive reason. This field is available only when a date is entered in the Inactive date field. To save the reason so that it is available to select for other customers, press CTRL+S. That reason will then be available in the drop-down list for other customers.

Enter the appropriate addresses for this customer. Click the button in the Addresses section to select the address type - Business, Home, or Other.

To designate an address type as the default mailing address or billing address, mark the applicable checkbox.

Enter the appropriate telephone and fax numbers for this customer.

If the customer has a valid email address and website, enter those in this section. After this information has been entered, you can click the button to open your default email client with this address in the To: line, and you can click the button to automatically open the specified website using your default browser.

Click the button to open the Additional Contacts dialog, where you can enter information for contacts at the customer's place of business.