Context menu - Create account from document details

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This documents context menu allows you to create a new customer account for sales documents (i.e. Invoices, Credit notes or Estimates) or an new vendor account for purchase documents (i.e. Purchases, Supplier returns or Orders) using the document details.


To create a new customer account using the document details:

1.Select the Invoices, Credit notes or Estimates document type.

2.Select the document to create an account for.

3.Right-click and select Documents Create account from document details option on the context menu. TheCustomer  accounts edit form with the details on the document header will be displayed.

4.Enter a customer code and enter or edit the fields, as necessary.

5.Click on the OK or Save button. A confirmation message "Create this account?" will be displayed.

6.Click on the Yes button to continue.

To create a new vendor account using the document details:

1.Select the Purchases, Supplier returns or Orders document type.

2.Select the document to create an account for.

3.Right-click and select Documents Create account from document details option on the context menu. TheVendor  accounts edit form with the details on the document header will be displayed.

4.Enter a customer code and enter or edit the fields, as necessary.

5.Click on the OK or Save button. A confirmation message "Create this account?" will be displayed.

6.Click on the Yes button to continue.

Created with the Personal Edition of HelpNDoc: Create help files for the Qt Help Framework