The "Copy account" context menu option allows you to create a copy of a selected debtor (customer / client) account. 

To copy a selected debtor (customer / client) account:

1.On the "Debtors" list, select a debtor (customer / client) account.

2.Right-click and select the "Copy account" option on the context menu. 


3.This will create a copy of the of the selected debtor (customer / client) account. 


4.Enter the Debtor code. 

The next Debtor code (e.g. D00007, etc.), will automatically be generated. It is important to prefix Debtor codes with a unique prefix. In this documentation, the accounts is prefixed as follows:

Debtor code = 1 

Creditor code = 2

The reason for this, is that the account prefix is not always available when selecting accounts on some screens and reports. For example, if a Debtor code is D00001 and a Creditor code is C00001, and you select the Debtor code, it may set the Creditor code when selecting the contra account in the "Options for this batch" (F10:Setup) on "Batch entry" screens. 

5.Edit the copied fields, where necessary. 

Note the following:

The contact person is not copied on the new account. 

On the Accounting information tab, all the terms and conditions (e.g. Due days, Credit limit, Charge amount, Customer discount percentage, Monthly interest of overdue amounts percentage, etc.) is copied.  

No information is copied on the Contacts, Appointment, Documents, Transactions, Bank accounts, Backorders and Stock items tabs.