Results 1 to 2 of 2

Thread: Pastel V17: Customer Accounts

  1. #1
    Full Member
    Join Date
    Jul 2016
    Thanked 1 Time in 1 Post

    Pastel V17: Customer Accounts

    Good Afternoon Members,

    I am trying to work a bit smart/faster here and need your advise on the possibility of this. I have a list of school learners (grades one to ten) for which I need to create "customer accounts". This process might take me some time to create the accounts, talking about on average 45 learners per grade!

    1. Is it possible to have the customer creation format in excel of which I can import into Pastel, or must I manually create the accounts?
    2. When creating the accounts, the processing options "Open Item" and "Balance Forward" what does these choices imply or effects thereof?

    Thanking you in advance for your input!

  2. #2
    Full Member
    Join Date
    Jun 2012
    Eastern Cape
    Thanked 3 Times in 3 Posts
    1. Yes, create one customer account in Pastel, go to file and export - now export Customer Accounts, Open the exported file with excel and add the other details, save as csv file and import into Pastel

    2. Open Item - Payments will be linked to specific invoices, Balance forward - all payments will be matched to the oldest invoices due

Similar Threads

  1. Replies: 8
    Last Post: 10-Feb-21, 10:02 AM
  2. [Question] Customer Accounts: Description Field tooooo short!!
    By Karen C in forum Accounting Forum
    Replies: 3
    Last Post: 26-Sep-16, 12:34 PM
  3. [Question] STD GL Accounts for Pastel
    By ultramel123 in forum Accounting Forum
    Replies: 0
    Last Post: 05-Sep-16, 03:26 PM
  4. Cannot open Pastel accounts
    By Rench in forum Accounting Forum
    Replies: 1
    Last Post: 29-Feb-16, 03:08 PM
  5. Replies: 6
    Last Post: 04-Feb-16, 09:42 AM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts