Create & Manage Customers in FAST AR | Scribe

Create & Manage Customers in FAST AR

  • Matt |
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    Login to FAST
    Open the 'Accounts Receivable' module
    Click the 'Maintenance' tab to view the dropdown list and select 'Customers'
    FAST AR will not allow you to Add a Customer without searching **first**. The 'Customer' field can **NOT** be blank or it will result in an Error Message. - It might be best to verify they don't already exist so that duplicate Customers aren't unintentionally created. - If you know for a FACT that a Customer isn't already in FAST AR, input *anything*, even just a ' ' (space) and click 'Search',
    Search to see if Customer already exists
    From the search results you can edit the desired Customer
    Or, if the Customer is not displayed in the search results, click 'New Customer'
    Fill out 'Customer Name' and 'Short Name' fields. Leave others 'as is' and click 'SAVE' - Customer ID is auto-generated by FAST AR - 'Type' defaults to 'General'. As of Oct '24 we’re not using this
    'Short Name' is how the Customer will appear in the 'Description' field in Banner
    You HAVE to click the 'Plus' icon to bring up Address entry.
    Fill out all relevant information and click the 'Save' icon.
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