Step V: Associate a Customer with the New Billing Account and Customer Price List

After you create a Billing Account and Customer Price List, you must associate them with a new or existing customer in the system in order to include that customer's work order activity on the invoice. To create or select a customer and then associate it with the Billing Account and Customer Price List, complete the following steps:

1. Go to Customer > Search.
2. Do one of the following in order to identify the customer or create a new one:
   • Click the Show All Customers link to locate and select the customer.
   • Select a value in the drop-down list and then enter search criteria and click Search.
   • Click the Add New button in the top row of the Customers table.
3. If you selected the first or second option above, go to Step 4.
   If you selected the third option above, enter the customer details on the Quick Add screen, and then click Add Additional Info button in the top menu bar.
4. On the Customer Details screen, select the Billing Account that you created in Step IV, "Create a Billing Account."
5. Select the Contract that you created in Step III, "Create a Contract."
6. Click the Save button in the top menu bar.