Step 7: Set up your Clients/Customers.

Just as with Vendors, it is important to set up your Clients/ Customers in your Accounting Software. These are the ones that you will receive money from: they make up your Accounts Receivable.

You will invoice your Clients/ Customers so that they can send payment to you. As with your Vendors, they may expect you to complete a W9 for their files.

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  1. Step 8: Set Up the Products / Service list – Florida Bookkeeper
  2. Step 9: Decide and create terms of payment for your clients. – Florida Bookkeeper
  3. Step 10: Decide on the Method of Payment to accept – Florida Bookkeeper

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