Check if a Customer Exists on Unity
- Click on the Sales menu.
- Select Customers.
- Click on the Customers tab.
- Start typing the Company name in the Company box.
| IMPORTANT: Check the Post Code, Country, VAT number (if known) to find the correct Customer Account. |
- Click on the Company name to view the full address if required.
| IMPORTANT: If the Customer is not found, follow the process to Create a new Customer Account. |
